Shareholder Proposals Target Climate Change Risk
Shareholders step up demands for companies disclose more information about the impact of climate change; these calls extend beyond energy companies.
Read more...Category Archives: Investment outlook
Mr. Market Has a Meltdown
Musing on the market swan dive yesterday.
Read more...Wolf Richter: What Will Rising Mortgage Rates Do to Housing Bubble 2?
Rising mortgage rate are about to do some damage to the house party.
Read more...Nomi Prins: My Financial Road Map for 2018
Some crystal ball gazing for 2018.
Read more...Why Are Profit-Making Factories Closing Across England?
The curious case of England’s closing factories shows the need for industrial strategy to counter rampant short-termism.
Read more...US Treasury Rates Hit Nine-Year Highs
But the yield spread collapses to lowest since early in the Financial Crisis. Even the Fed is worried.
Read more...Why Those Looking for the Next Crisis May be Looking in the Wrong Places
More and more experts are nattering nervously about market risk and occasionally using the “crisis” word. What are the potential hazards?
Read more...Ilargi: The Curious Case of Missing the Market Boom
A skeptical look at a defense of stock market valuations.
Read more...The Fed’s Unwinding
Economists debate the Fed’s plan to shrink its balance sheet.
Read more...Moody’s on Amazon: “Weakest of the Big US Retailers”
Moody’s throws a big bucket of cold water on Amazon frenzy. Will investors take heed or will it take longer for reality to sink in?
Read more...NC Classic: The Tinkerbell Market
A classic from our market commentary in the runup to the financial crisis.
Read more...Wolf Richter: Worst Restaurant Recession Since 2009 Dings Inflation
Stagnant restaurant sales show consumers are tapped out.
Read more...Public Pension Funds Regain Some Lost Ground in a Good Year, But CalPERS Lags Peers
CalPERS again falls short for its beneficiaries and California taxpayers.
Read more...Wolf Richter: Markets, Regulators Ignore Ticking Time Bomb of Shadow Margin Loans
Shadow margin loans are a sign of speculative excess and complacency about risk.
Read more...Only $60 Oil Can Save the Aramco IPO
The Saudis’ price expectations for their floatation of Aramco looked, ahem, ambitious from the get go. They look even more questionable now.
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