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Daily Archives: January 23, 2019
The Bear Market is Still Going…
The economy is slowing and corporate profits have peaked. Rather than looking at highly massaged government data, let’s take a look at how companies, whose job it is to maximize their returns, are faring. In the last month, Apple, Samsung, … Continue reading
Posted in It's a Bull Market
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The Economy is Slowing and Profits Have Peaked
The economy is slowing and corporate profits have peaked. Rather than looking at highly massaged government data, let’s take a look at how companies, whose job it is to maximize their returns, are faring. In the last month, Apple, Samsung, … Continue reading
Posted in It's a Bull Market
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The Two Biggest Drivers of Asset Prices Have Rolled Over
The economy is slowing and corporate profits have peaked. Rather than looking at highly massaged government data, let’s take a look at how companies, whose job it is to maximize their returns, are faring. In the last month, Apple, Samsung, … Continue reading
Posted in Central Bank Insanity
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Stocks Still Have a Long Ways to Fall to Catch Up With the Fed
The economy is slowing and corporate profits have peaked. Rather than looking at highly massaged government data, let’s take a look at how companies, whose job it is to maximize their returns, are faring. In the last month, Apple, Samsung, … Continue reading
Posted in Central Bank Insanity
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The Great Profit Expansion Has Ended… Stocks Are Doomed
The economy is slowing and corporate profits have peaked. Rather than looking at highly massaged government data, let’s take a look at how companies, whose job it is to maximize their returns, are faring. In the last month, Apple, Samsung, … Continue reading
Posted in It's a Bull Market
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Warning: the Economy is Contracting… and Corporate Profits Have Peaked.
The economy is slowing and corporate profits have peaked. Rather than looking at highly massaged government data, let’s take a look at how companies, whose job it is to maximize their returns, are faring. In the last month, Apple, Samsung, … Continue reading
Posted in stock collapse?
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