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The Steadily-Improving Economic Outlook For 2014 | Financial Market Commentary
https://financial-market-commentary.com/2014/01/07/steadily-improving-economic-outlook-2014
Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . The Steadily-Improving Economic Outlook For 2014. The Steadily-Improving Economic Outlook For 2014. January 7, 2014. Robert A. Weigand, Ph.D. It’s that time of the year — I can’t let the pundits pontificate without throwing my opinion into the ring. This post will take you on a tour of the individual components of The Conference Board’s. We’ll start with the Leading Indicators. Rather than a more optimistic 1. Weight = 0&#...
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Investment Quotes | Financial Market Commentary
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Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Due to the gradual increase in the proportion of equity owned by persons who neither manage nor have special knowlege of the enterprise, the element of real knowledge of the value of investments has declined. Day-to-day fluctuations in the profits of existing investments, which are obviously of an ephemeral nature, have an excessive — even absurd — influence on the market. 8212; John Maynard Keynes. 8212; Jeremy Grantham.
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Market Commentary | Financial Market Commentary
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Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Archive for the ‘Market Commentary’ Category. TIAA-CREF Warns That Negative Interest Rates are Coming. May 27, 2016. Robert A. Weigand, Ph.D. In all seriousness, I propose that Congress modify the Fed’s mandate to include a monetary policy version of the Hippocratic oath: First Do No Harm. The main points are summarized in the following screenshots from the web page:. Regular readers of this blog know that I have been pred...
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revenue growth | Financial Market Commentary
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Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Posts Tagged ‘revenue growth’. Eurozone Banks Ready to Implode, Part 1: It’s Bad, You Know. January 14, 2015. Robert A. Weigand, Ph.D. This article represents Part 1 on the comparative performance of U.S. and European banks since 2001. (. The full paper is available for download from the Social Science Research Network: SSRN. The alternative title refers to the R.L. Burnside song It’s Bad, You Know. On TalkMarkets, you are...
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Eurozone Banks Ready to Implode, Part 1: It’s Bad, You Know | Financial Market Commentary
https://financial-market-commentary.com/2015/01/14/eurozone-banks-ready-to-implode-part-1-its-bad-you-know
Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Eurozone Banks Ready to Implode, Part 1: It’s Bad, You Know. Eurozone Banks Ready to Implode, Part 1: It’s Bad, You Know. January 14, 2015. Robert A. Weigand, Ph.D. This article represents Part 1 on the comparative performance of U.S. and European banks since 2001. (. The full paper is available for download from the Social Science Research Network: SSRN. Featured in an episode of The Sopranos. If you follow David Stockman.
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March | 2015 | Financial Market Commentary
https://financial-market-commentary.com/2015/03
Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Archive for March, 2015. Deflation is the Main Reason the Fed Will Raise Rates Later Rather Than Sooner. March 27, 2015. Robert A. Weigand, Ph.D. 8220;economic conditions have moderated” — which any objective observer can confirm — but also that 2.). Is biased toward interpreting macro data in a way that conforms to their oversimplified academic theories, and even worse b.). I offer two charts to illustrate why I believe t...
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February | 2015 | Financial Market Commentary
https://financial-market-commentary.com/2015/02
Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Archive for February, 2015. Sector Performance Mixed as Stocks Search For a Catalyst. February 9, 2015. Robert A. Weigand, Ph.D. The 4th quarter of 2014 was characterized by the largest correction in equities in 3 years (-9% in October), after which stocks soared into a period of high-volatility consolidation that has lasted almost 2 months. Sectors earning approximately zero returns in early 2015 include Energy, which rec...
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profitability | Financial Market Commentary
https://financial-market-commentary.com/tag/profitability
Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Posts Tagged ‘profitability’. Eurozone Banks Ready to Implode, Part 1: It’s Bad, You Know. January 14, 2015. Robert A. Weigand, Ph.D. This article represents Part 1 on the comparative performance of U.S. and European banks since 2001. (. The full paper is available for download from the Social Science Research Network: SSRN. The alternative title refers to the R.L. Burnside song It’s Bad, You Know. On TalkMarkets, you are ...
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Financial Market Commentary | Robert A. Weigand, Ph.D. | Page 2
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Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . NetFlix: Great Company, Overvalued Stock. January 22, 2015. Robert A. Weigand, Ph.D. Below we see that NetFlix (compared with the S&P 500 and Amazon) has alternated between beating and lagging the S&P 500 for the past 12 months. Yesterday’s sharp price spike stands out in the chart. And are less profitable. And your stock price rises. Anyway, you’re just like . . . Amazon. Both stocks also struggle to create economic profit.
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European banks | Financial Market Commentary
https://financial-market-commentary.com/tag/european-banks
Robert A. Weigand, Ph.D. If it Walks Like Deflation and Talks Like Deflation . . . Posts Tagged ‘European banks’. Eurozone Banks Ready to Implode, Part 1: It’s Bad, You Know. January 14, 2015. Robert A. Weigand, Ph.D. This article represents Part 1 on the comparative performance of U.S. and European banks since 2001. (. The full paper is available for download from the Social Science Research Network: SSRN. The alternative title refers to the R.L. Burnside song It’s Bad, You Know. On TalkMarkets, you are...