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Some US Stock Market Perspective
Bloomberg - Don't Expect the Roaring '10s for Stocks to Repeat in the '20s - Nir Kaissar 12/12/19 WSJ - Daily Shot: BlackRock - US Corporate Profits over the Business Cycle 1965-2019 12/12/19
Corporate Profits
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December 20, 2017
Perspective Visual Capitalist - Visualizing the Money Made Per Second by Top Companies - Jeff Desjardins 12/18 NYT - A Bitcoin Hedge Fund's Return: 25,004% (That Wasn't a Typo) - Nathaniel Popper 12/19 * "There are hedge funds with blockbuster returns. Then there is the Pantera Bitcoin
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October 3, 2017
Perspective WSJ - U.S. Families' Wealth, Incomes Rose, Fed Survey Says - Harriet Torry 9/27 WSJ - Daily Shot: International Labor Organization - Regional Prevalence of Modern Slavery 10/2 Economist - At least 58 people are killed and 515 injured in a shooting in Las Vegas 10/2 Economist - High-net-
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September 27, 2017
If you were to read only one thing… Bloomberg Businessweek - Ronaldo Is Hawking One of the World's Riskiest Derivatives - Donal Griffin 9/20 * The product: Contracts For Difference (CFDs) * "CFDs, called 'a volatile form of gambling' by an Irish judge in 2014, make up one
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September 2 - September 8, 2016
Whoa, that’s a lot of corporate debt… So, who is going to pay for China’s corporate debt balance? High Yield Bond Market decoupling from reality. Headlines * WSJ - Hanjin's Demise: Why Global Shipping Glut Isn't Going Away 9/2. "Despite efforts to consolidate and
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August 26 - September 1, 2016
A novel way of paying off debt – issue more of it, the savings are already accruing. It’s official, Nigeria is in a recession. Headlines * WSJ - Food Price Deflation Cheers Consumers, Hurts Farmers, Grocers and Restaurants 8/29. "The U.S. is on track this year to post the
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May 20 - May 26, 2016
Venezuela about to become a formal dictatorship. Container shipping industry going through one of its (if not the worst) downturns. A handful of US tech companies are flush with cash. Headlines * Bloomberg - Venezuela's Military Needs to Get Out of Business 5/6. "Venezuela has more than 4,
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April 22 - April 28, 2016
Even Apple isn't immune to Chinese oversight. China debt load is piling high. Retailer existential crisis. Headlines * NYT - U.S. Suicide Rate Surges to a 30-Year High 4/22. Things aren't hunky dory for a lot of people. * FT - China's debt-shrinking machine
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February 19 - February 25, 2016
China’s media censorship. Life insurance companies face a daunting future. S&P earnings not quite so. Commercial real estate values in limbo. Some weeks I wonder if there will be enough quality material to post and then there are weeks like this one when there is a deluge.
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January 29 - February 4, 2016
Stagnant wages. Debt stress. Oh Venezuela. Three key articles that stand out this week are 1) Patrick Gillespie’s "Wages fell in 80 of 100 biggest U.S. cities during recovery" in CNN Money, 2) Sally Bakewell’s "The $29 Trillion Corporate Debt Hangover That Could Spark
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January 22 - January 28, 2016
Challenges of being born a millennial. Continued struggles for Energy & Mining companies. Zika virus. While these postings cover articles from Friday – Thursday, I would be remiss not to mention the Bank of Japan’s move to lower the interest rate on excess reserves from 0.1% to minus 0.
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December 4 - December 10, 2015
Negative corporate outlooks in light of commodity woes, debt downgrades, and declining global GDP. Oil and gas shake down. It seems that the natural cycle of things is that the new/upcoming global hegemon exploit its former developing nation peers. Before I focus on what I perceive to be the