Heading into this recession, consumers were in relatively good shape on a historical basis. They were in dramatically better shape than they were at the end of the
In 1980, Congress passed an amendment to the Investment Company Act of 1940, giving way to a new investment vehicle known as Business Development Companies or BDC’s. Although
Consumer sentiment actually improved slightly in the second half of April compared to the first half. The overall University of Michigan consumer sentiment index was 0.8 higher than
Developed by award-winning author and CIO of Acquirers Funds Tobias Carlisle, the Acquirer’s Multiple is an investing technique that focuses on the use of EV / EBIT valuation
Thursday brought us yet another terrible jobless claims reading. The trend of declines in initial claims increased to 3 weeks, but that’s out of necessity. It was simply
It’s almost impossible to overstate the impact COVID-19 is having on the labor market. Virtually every job has been impacted. Some people (think professional business) are actually working
The economy is exhibiting a bit more flexibility than we ever thought was possible. We aren’t sugar coating the terrible cost of this recession, but we have noticed
Retail sales were down huge in March. They will fall even more in April. We know based on private data that there was excessive hoarding in mid-March; grocery
Experts estimate that there is around $74 trillion in assets under management invested with wealth management firms worldwide. If you have placed some of your assets into investment
“It may not be ‘cool’ or sophisticated to operate in a low capability field, but ‘contrast’ is optimised by being a super performer, in the weakest of fields.”
Investors are getting back to the basics by looking at balance sheets. Their reasoning is simple: liquidity is tough to come by. Companies that won’t make it through
The post Have Jobless Claims Peaked Yet? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Before we get into the latest on earnings estimates,
The post Is This The End Of Free Markets? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The Fed provided specifics for its recently
Many of the great Investors have left their mark on our investment world. Some have been innovators, others have been pioneers and all have been performers. And unsurprisingly,
The post Halfway Through The EPS Estimate Cuts appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The Earnings Scout is a purveyor of S&P
The post Dividend & EPS Estimate Cuts Are Big appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Usually, we see political and investor angst
The post Stocks Bottom Before Jobless Claims Peak appeared first on UPFINA – Pursuit of Truth in Finance & Economics. We have entered into a very unusual period
The post Industry Performance Before & After Recessions appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The March labor market report was a disaster
The post 9.5% Unemployment Rate Is Here Already appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The March Challenger job cut announcements report is
The post Stocks Aren’t Trading Off Economic Data appeared first on UPFINA – Pursuit of Truth in Finance & Economics. We usually review the internal surveys like the
The post 12% Unemployment Rate Coming Soon appeared first on UPFINA – Pursuit of Truth in Finance & Economics. You just watched history if you followed markets in
