After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered ...
more After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered consumer goods corporations such as Apple, Keurig Green Mountain, SodaStream, Skullcandy, Fitbit and more. To date, I've garnered over a hundred media references to my analytics including Forbes, /yahoo Finance and The New York Times. In 2018 I co-founded Finom Group https://www.finomgroup.com, a subscription website for financial market daily information and investment research reports.
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Latest Comments
Earnings Estimates Coming Down
Do some grammar checking kindly
Will October's Swoon Turn Into A November Boon For Investors
Do you mean last half of 2019? Not exactly his own ringing endorcement of retail business savvy. Did a pretty bang-up job at SHLD.
Will October's Swoon Turn Into A November Boon For Investors
Lambert?
Wading Through The Market During Earnings Season
It's a good thing housing is barely 1/4 of of U.S. output.
Wading Through The Market During Earnings Season
It's a good thing government data doesn't just focus on NYC then now isn't it.
Wading Through The Market During Earnings Season
ok
Higher Rates Will Hurt Stocks Far More Than You Think - Part 1
What’s the household debt to income ratio? Corporations can’t print money, tell that to the banks and autos that recieved bailouts. That’s not to say we weren’t on the brink when they did via the Fed, but if you don’t think the retailers will have the same demand/need and find the same treatment “next time”, ya might be fooling yourself.
Gundlach's Warnings & Fear Mongering: Several Years In The Making
Simply put the companies are not engaging in financial engineering when they fully understand the probability of interest rates rising above the previous bull market's peak yield cycle. In fact, that's an impossibility. So it becomes a more simplistic decision, get taxed on the cash held over seas or pay a yield on the debt that is substantially less than that tax. In what world does a CFO accept the latter? So when we further evaluate the quality of debt, even with regards to the decision making by corporates, the quality of the decision is high.
Gundlach's Warnings & Fear Mongering: Several Years In The Making
Well their is a surge in CAPEX by corporations as noted within my article, a year after the bloomerg article. So that simply makes bloomberg article out-of-date. Actually bloomberg's notions are somewhat "skewed". Cash is cash, no matter where it may reside it is still part of the debt equation and what underwriter's rely upon for credit ratings i.e. the serviceability of said debt. Unless we are to believe that the credit rating agencies will let us down once again. And to the point of "projects", well that's also refuted in the article to-date. Maybe we are to believe that the unpatrioted cash is a liability? That seems illogical and likely part of the reason the author meanders to other points of interest.
Adding Up The Pieces For The Weekly Trade: Volatility, Yield Curve, Tariffs
Inform me as to where you've determined this assertion in my verbiage. Trolling is not acceptable. Based on what "I think I see in this comment".