Published August 2, 2019
As earnings roll in for the quarter, we post an article from Josh Brown that highlights analysis done by David Kostin at Goldman Sachs discussing the outlook for earnings growth.
Tax cuts
Some Say Market Risks Are Rising
Published August 24, 2018
In this week where the S&P 500 touched a new high, we thought it would be interesting to hear a more cautionary view. Below we reprint an excellent overview of the recent issues in Turkey (along with comments on the general economy and market) from the folks at Charles Schwab. (more…)
New Tax Law Causes Leap in Corporate Profit Margins
Published July 6, 2018
Corporate earnings are driven by:
- increasing sales/revenues
- making more money per unit sold – aka increasing profit margins.
The recent change in tax law for corporations reduced the cost of doing business thereby increasing profit margins. (more…)
The BRIC is back?
Published February 10, 2017
Throughout the 2000s the BRIC countries – Brazil, Russia, India, China – were stock market leaders riding a boom in commodities driven by China’s expansion. Since that boom peaked in 2008, the group has been out of favor – flat at best, sliding in the case of Russia and Brazil, the two most sensitive to commodity prices. Recently, the BRIC looks like it just might be back as commodity prices get a lift. Most commodities are half or less their peak prices.
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