This Cycle’s Most Dangerous Bubble, In Three Charts
One of the lessons of the past few decades’ boom/bust cycles is that each financial bubble emerges in a different asset class. In the 1970s
One of the lessons of the past few decades’ boom/bust cycles is that each financial bubble emerges in a different asset class. In the 1970s
By now just about everyone understands what junk bonds are and why they matter. But there’s a non-publicly traded version of this kind of debt
So many patterns that have held for decades seem to have broken down, leading to one of two conclusions: Either this time really is different
Late cycle behavior is everywhere these days. Governments have stopped worrying about deficits, and now the rest of us are apparently joining the orgy. Corporations,
By now everyone knows the corporate share repurchase story, about how major companies are engineering higher per-share profits and share prices by buying back their
A recent Goldman Sachs report explains where this year’s stock market profits (should there be any) will come from: Buybacks and Dividends All That’s Left
David Stockman just published a chart so compelling that he didn’t feel the need to add any commentary. But there are a few things to
For the average person trying to decide how to feel about the economy, the single biggest data point is the stock market. When share prices
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