Share Buybacks
Can Share Buybacks and Fed Easing Hold Up the Market?
The ludicrous algos have continued to send share prices higher as central bankers have continued to compete to sound more…
Under the Veneer of the ‘Unbreakable’ U.S. Consumer
Continuing last week's subject of the momentum in the U.S. economy, the key issue remains consumption, which accounts for 68%…
Political Pressure is Mounting to End the Share Buyback Bonanza
The base case remains that a US-China trade deal is coming. This should continue to support stock markets for now,…
2019 Market Outlook: The Tightrope of U.S. Earnings
Wall Street remains in corrective mode despite hopes of the normal rally into year-end, with the S&P500 now down 11.6%…