Category: Uncategorized

6 April 2016 - 21:16, by , in Uncategorized, No comments
There are about 1/2 as many public companies today as there were in 1997.  This is due to a myriad of reasons – too hard, too much regulation, lots of private capital, to name a few. This is creating a dilemma – more of the growth of some of the fastest growing companies is now...
31 March 2016 - 22:27, by , in Uncategorized, No comments
It’s difficult to make predictions, especially about the future…   Wall Street economists could also double as analyst ranking NCAA teams… about as accurate as a Stormtrooper.    
7 September 2015 - 20:26, by , in Uncategorized, No comments
Here is a collection of interesting charts. Chart Dump Sep 2015 Please click on the link. It has a breakdown of current US equity market valuations, interest rates, global debt positions and some charts from the recent Monday flash crash.  
28 August 2015 - 16:43, by , in Uncategorized, No comments
2nd Quarter GDP was revised up this week from an annual pace of 2.3% to 3.7%.  Some of this increase arose from an increase in consumer spending, in particular housing and autos.  So let’s look at some trends in consumer behavior. The financial crises of 2008/2009 was bought on by excessive debt.  Debt is still...
27 August 2015 - 13:54, by , in Uncategorized, No comments
Monday August 24th, was quite a day.  It was a good old fashioned flash crash. Liquidity disappeared from the market and some of the largest companies in the world saw their stock prices down over 20% at the open.   The role of computers and high frequency traders cannot be overlooked in this situation –...