By ValueWalk – The key pillars of loan quality are eroding, a Moody’s report notes, providing fewer protections for investors. The weakening of credit quality comes as malls serving economically depressed areas are closing...
By ValueWalk – JPMorgan CEO Jamie Dimon says he regrets calling bitcoin a “fraud.” Kodak has also announced that it would install bitcoin mining systems in Rochester, and would launch its own version of bitcoin called KODAKcoin.
By By Rupert Hargreaves – It is generally believed that euphoria is the terminal stage of aging bull markets. However, trying to estimate and gauge market sentiment like euphoria is easier said than done. For the past few years, as the...
By ValueWalk – According to data from the Federal Reserve, US consumer credit grew by 5.5% annualized during Q3 the fastest quarterly pace this year. Credit now tops $1 trillion after a multi-year splurge by consumers...
By ValueWalk – Fiat currencies have had nearly a 46 year run of success. But with cryptocurrencies “all the rage,” what Deutsche Bank Strategists Jim Reid and Craig Nicol call “inherently unstable” fiat currency system without any...
By ValueWalk – ETF demand will reach a record high of $400 billion in 2018 according to Goldman Sachs. The bank lays out this forecast in its Flow of Funds: Outlook for US equity demand in 2018 report, which was published...
By ValueWalk – Microsoft is a regular in the best companies to work for list, for the perks and benefits it offers its employees. Now, in a rather unconventional move, the company has built tree houses to cut the monotony that the employees feel in the office...
By ValueWalk – The latest US Federal Reserve data confirms a decided 2017 trend: Stock buybacks are generally trending down. The latest data from the Fed confirms several data points, including that from TrimTabs and Yardeni...
By ValueWalk – The world of cryptocurrencies is in the midst of a tornado just now. Since the beginning of September, total cryptocurrency market capitalization is down by US$60 billion to around US$109 billion.
By ValueWalk – As the developed world struggles with sluggish economic growth, inflation, and almost nonexistent wage growth, the one country that has defied all expectations is Japan, as Postwar economic expansion numbers are...
ValueWalk – Underfunded pensions plans are possibly one of the most significant headwinds facing companies and public-sector bodies today. Despite record high stock markets and a bond bull market that has lasted for many decades...
By ValueWalk – It is often difficult to ascertain the actual level of credit and liquidity in China, as the “shadow banking” segment is near $8.5 trillion strong. But China’s Total Social Financing (TSF) data, released Tuesday, attempts to do...
By ValueWalk – When it comes to any finance-related questions, I am fair game, and those questions usually span the spectrum, from what I think about Warren Buffett (or why I don’t agree with everything he says) to whether tech...
By ValueWalk – Against the backdrop of domestic political infighting and geopolitical concerns, the drug epidemic unfolding in the United States is getting nowhere near enough attention as it deserves. As covered a few weeks ago, according to the...
By ValueWalk – Tesla CEO Elon Musk has warned US lawmakers about artificial intelligence tech, stating that the brakes should be put on the technology before it is too late. The whole essence of his conversation was that killer robots...
By ValueWalk – An unprecedented run of elevated corporate savings has been a defining feature of the secular stagnation thesis since the Lehman crisis claims a new report from JP Morgan’s Global Asset Allocation team headed by Nikolaos Panigirtzoglou.
By ValueWalk – US pension funds do not have a pretty probability path going forward, a Moody’s report pointed out. The potential that certain pension liabilities increase at a time when reliance on pension funds avoiding major investment losses...
By ValueWalk – As e-commerce continues to grow at a rapid pace – and Amazon looks to gobble up the world – Goldman Sachs asks the question: what type of products and services cannot be sold online? From an investing...
By ValueWalk – What has been the impetus for a host of active mutual fund outperformance against the S&P 500 benchmark in early 2017? Exposure to the Information Technology sector, a May 26 Goldman Sachs report observes.
In a world where US political risk appears to be rising and nuclear threats with North Korea come amid persistent tensions in the Middle East and with Russia, worldwide market volatility appears to have blinders on. A Bank of America Merrill...
