MishTalk
OCTOBER 14, 2014
Variant Perception has an interesting post out today on stock market buybacks: Pillars of Equity Rally Fall Away. Interestingly, the peak in buybacks was also the peak in the US stock market in 2007.) - Revenues are closely linked to nominal GDP, and our US leading indicator sees this as lacklustre at best going forward.
MishTalk
SEPTEMBER 17, 2014
In yet another sign of market over-exuberance, the Wall Street Journal reports Share Repurchases Are at Fastest Clip Since Financial Crisis. billion of stock in the first half of the year, the most for any six-month period since 2007, according to research firm Birinyi Associates. Corporations bought back $338.3
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MishTalk
APRIL 6, 2014
Last week I received an excellent article from Variant Perception on "Market Tops", and have permission to excerpt some of it. Here is a link to the summary page of Understanding Market Tops. Framework for Understanding Tops In the following table, we summarize the signs of market bottoms and tops. Insiders, however, are smart.
MishTalk
AUGUST 7, 2013
Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Sitka Pacific. Recent Posts. Featured Links. Automatic Earth. Bay Area Real Estate Trends.
MishTalk
FEBRUARY 18, 2014
Aggregate consumer debt increased in the fourth quarter by $241 billion, the largest quarter to quarter increase seen since the third quarter of 2007. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. 52 trillion, up by 2.1%
MishTalk
JULY 26, 2013
Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Mish and Eric King discuss Gold, the Stock Market, the US Dollar, Sideline Cash, China, and US real estate. December 2007 (69). November 2007 (91). October 2007 (56).
MishTalk
JULY 19, 2013
Minyanville Business and Market News. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Mish and Eric King discuss Gold, the Stock Market, the US Dollar, Sideline Cash, China, and US real estate. December 2007 (69). November 2007 (91). October 2007 (56).
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