Wolf Richter: What the Heck’s Happening to Our Share Buyback Boom?
Is the share buyback boom going down the drain, putting this wondrous stock market at risk?
Read more...Category Archives: Investment outlook
Can Uber Ever Deliver? Part One – Understanding Uber’s Bleak Operating Economics
Uber’s financials statements and economics shows a complete lack of progress towards profit and no reason to expect significant improvement.
Read more...Wall Street Journal Puts Foot in Mouth and Chews Via False Claim That Tax Law Change Would Lead US Companies To Move Cash to US
Yet again, we ebunk the myth that tax gaming leads US companies to hoard cash overseas. Tax accounting has nada to do with where money sits.
Read more...Wolf Richter: Layoffs at Alphabet Access to Hit 9%, Google Fiber to “Pause” Plans, CEO Leaves, as Alphabet Cracks Down on Costs
Those Company Formerly Known As Google, aka Alphabet, “Other Bets” for growth seem to be hitting the wall. The latest is Google Fiber.
Read more...China’s Insanely Leveraged Housing Market Will Enter Its Secular Bear Market In 2017
Why China’s fabulously leveraged housing market may finally be on the verge of a long-anticipated implosion.
Read more...Wolf Richter: Millennials Blamed for Lousy Economy
Millennials aren’t spending like they are supposed to…with good reason.
Read more...US Commercial Real Estate Markets Are Sinking….Again….
US commercial real estate is starting to slide…a blip or a trend?
Read more...Gig Economy Disaster: ‘Uber For Laundry’ Hung Workers Out to Dry and Now It’s Out of Business
Another innovative gig economy startup bites the dust.
Read more...What Do US Wages Tell Us About the Business Cycle?
Does the US business cycle have longer to run?
Read more...Wolf Richter: Declining Productivity Bodes Ill for Growth and Jobs
Why worries about falling US productivity are well-founded.
Read more...Big Oil Increasingly Funding Dividends With Borrowing
Borrowing to prop up dividends…what could go wrong?
Read more...European Bank Shares Fall Out of Bed as Monte dei Paschi Rescue Fails to Reassure
Investors in European bank shares are in a bit of a panic, and for good reason.
Read more...Dumb Money Watch: ZIRP-Starved Insurers Beefing Up in Lending as Banks Exit the Pool
Insurers are going long risk at one of the worst possible junctures.
Read more...Oil Industry About To Be Burned Again By Fall In Oil Prices
Easy access to capital has driven oil prices lower and is likely to do again as E&P’s directly invest in more rigs ahead of demand.
Read more...Bullish Economists Are So Yesterday
The confidence fairy is having trouble getting liftoff.
Read more...