Global Economy Hits Stall Speed While S&P 500 Sets New Records
Article By:
Paul Hodges
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Sunday, December 1, 2019 11:17 AM EST
A wake-up call is around the corner for the Fed's simplistic belief that higher stock markets support the economy, as the world's best leading indicator suggests recession is on the way.
In this article: SPX
Hedge Funds Have Never Been Less Bullish On GTY Technology Holdings, Inc. (GTYH)
Article By:
Insider Monkey
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Friday, November 8, 2019 10:49 AM EST
Miller Value Partners, managed by Bill Miller, holds the most valuable position in GTY Technology Holdings, Inc. Miller Value Partners has a $12.7 million position in the stock, comprising 0.5% of its 13F portfolio.
Emerson Settlement With Shaw Would Be Win For Both
Article By:
Lipper Alpha Insight
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Saturday, November 2, 2019 12:27 PM EST
The $50 billion hedge fund D.E. Shaw has until Nov. 6 to initiate a proxy battle with $44 billion industrial conglomerate Emerson Electric (EMR). Both could chalk up an easy win by admitting they’re not that far apart.
In this article: EMR
Budgeting For Paradigm Shifts And A Debt Crisis
Article By:
Paul Hodges
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Sunday, October 27, 2019 5:01 PM EST
Companies have a choice as they finalise next year's budget. Do they ignore what's happening in the wider world and hope for 'business as usual'? Or do they focus on surviving the coming debt crisis and preparing for the new opportunities ahead?
E Avoiding The Next PG&E
Article By:
David Pinsen
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Sunday, October 27, 2019 3:04 PM EST
With shares of PG&E plummeting on Friday, some readers may forget its shares doubled after the California utility announced its intention to file for bankruptcy last January. At the time I warned investors away, using a metric you may find useful.
Wild Week As Soft Jobs Report Helps Stocks After ISM And Services Drubbing
Article By:
Yale Bock
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Saturday, October 5, 2019 6:13 PM EST
On Friday, we got a soft jobs report of 136,000 jobs, lower than the 150k expected. Investors reacted favorably because the miss confirmed the idea that the Federal Reserve will continue to lower interest rates at the meeting in a few weeks.
In this article: SPX
E It's Been A Terrific Bull Market. Too Bad It Has To End
Article By:
David Moadel
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Friday, October 4, 2019 2:30 AM EST
Bull markets don't die of old age, but few will mourn the end of the decade-long ultimate sucker's rally.
One More Brief Comment On The Markopolos GE Paper
Article By:
Bronte Capital
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Sunday, August 18, 2019 10:42 AM EST
The absolute core of the Harry Markopolos paper is that GE is dramatically under-reserved for long term care insurance. It took charges in 2017 and 2018. He points to these charges as evidence GE has the worst long term care business in insurance.
In this article: GE
Berkshire Overtakes Apple In Record Cash Holdings Despite Unexpected Profit Drop
Article By:
Tyler Durden
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Saturday, August 3, 2019 7:25 PM EST
It is now Berkshire's turn to also upstage Apple, the former cash giant, with Buffett's sprawling conglomerate reporting a record $122.4 billion in cash at the end of the second quarter, rising above its prior cash record of $116 billion in 2017.
EC A Reassuring Earnings Picture
Article By:
Sheraz Mian
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Saturday, July 27, 2019 6:18 PM EST
With results from 44% of S&P 500 members already out, we haven’t seen any major negative surprises. We expect this generally favorable trend to continue this week as we enter the second half of the Q2 reporting cycle.