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POPSBill has spoken the only point where I'd like to elaborate: the "old normal" is only 10 to 20 years old, and it's not capitalism. It's been another era of government intereference, more subtle because less opposed to, given that it enocuraged debt and consumption. What government has to do, as usual, is not to try to spend its way out of troubl ewith our money. It's to get out of the way and stop pumping out bread and circuses .
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POPSUtili aziendali: le attese col trucco. Anche l'ultima "earning season" americana ha riportato un trionfo di risultati nettamente superiori alle attese. LA situazione sembra meno rosea quando si considera quali fossero i livelli delle attese. I grafici seguenti tracciano l'andamento delle stime sugli utili nel tempo. Si osservi che il livelli di utili operativi sull'indice S&P è risultato dle 30% persino alle attese di Marzo, dopo quindi le pubblicazioni dei risultati aziendali del primo trimestre. Il "successo" avviene soltanto grazie al drastico abbassamento dell'asticella. Lo stesso processo si può ammirare nel grafico più a destra: le attese per il terzo trimestre continuano ad essere riviste al ribasso.
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POPSJPM exposure to auto industry well, at least the existence of the CDS market let banks to hedge some of the risks. Without markets, JP would have been left holding the bag
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POPSCIT - the wells run dry Wall Street has flooded Maoin Street with cash in the '90s and '00s . Now th etide is turning for yet another non-bank bank
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POPSPeak oil or nationalism at its peak? Oil at 100$ a barrell is not a function of oil scarcity, but of government greed , which isthreathening to kill the golden goose. It's an old story: governments make mistakes, but markets end up taking the blame
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POPSBlank-check companies - bubble or mature? SPACs, or blank-check companies, have usually been the telltale of an M&A bubble At least, there's now a rational this time for them over classic LBOs - but does it mean they're not a "sell" signal anymore?
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POPSFedEx cuts forecast Ouch! It's not FedEx only, it's a broad trend. And If there's less to ship, means there's less consuemr spending
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