Posts Tagged ‘corporate sector’
The Economic Process of Deleveraging Part Two – Why the US is Well Positioned
The differences between the US situation post-financial crisis and Japan in 1990 are stark. The previous post outlined how extreme things got in Japan and how ahead of itself the Japanese stock market, real estate market and economy got. While Japan was exposed to “extreme extremes” the US economy experienced imbalances that could be worked…
Read MoreInvestment Themes for Q4 Earnings Season
Fourth quarter earnings season is upon us while the market is off to a torrid start to the year. While the S&P 500 is up 4% year-to-date, there are a number of riskier indexes and sectors doing considerably better. The NASDAQ is up 6.3%, the Russell 2000 5.2%, the Hang Seng 7.6%, the Brazilian BOVESPA…
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