corporategrowth
Welcome to the first update of the second quarter financial statements from US companies. The Broad Market Index was down 2.21% last week and 61% of stocks out-performed the index. So far only companies with fiscal quarters ending in May have reported to the Securities and Exchange Commission (SEC). The larger volume of financial reports from companies with quarters ending in June will appear in late July. The major decline in the value of assets that we have experienced has been related to higher inflation and higher interest rates. Last month we saw a modest downtick in the performance of st...
ValueWalk
The Broad Market Index was up 6.45% last week and 39% of stocks out-performed the index. The last reporting update from the 1st quarter 2022 SEC financial statements is now complete. Financial statements for the upcoming 2nd quarter period will provide more evidence of the direction of corporate growth. But for now, this is the trend and outlook. With last week’s strong rebound in stock prices, the broad market indexes continue to outperform long treasury bonds. That makes the stock market very vulnerable to a decline in growth. Falling growth and rising interest rates creates a difficult inve...
ValueWalk
Happy New Year friends and investors! What an amazing new year it is likely to be. Like a bolder dropped in a pond, the virus produced a huge implosion of corporate growth in 2020 and an unprecedented explosion of growth in 2021. Extending the ripple-in-a-pond metaphor we might expect that these waves will diminish in magnitude and then settle. But when and how bumpy will the waves be in 2022? And which sector(s) will possibly be causing it. Q4 2021 hedge fund letters, conferences and more Historically Negative CombinationComplicating things is a surge in inflation that is likely to persist th...
ValueWalk
The Broad Market Index was down 1.94% last week and 54% of stocks out-performed the index. Q3 2021 hedge fund letters, conferences and more With most U.S. companies now having reported their 3 quarter financial statements, it shapes up to be another astonishing jump in corporate growth. Sales growth is up again with the average American company reporting 25% jump in sales over last year. This means 75% of all stock market companies are achieving an improvement in topline corporate growth. Pent up desire to spend by consumers, rising wealth and savings, low interest rates, easy access to credit...
ValueWalk
The Broad Market Index was up 1.94% last week and 34% of stocks out-performed the index. Q4 2020 hedge fund letters, conferences and more The Largest Gap Between Share Prices And Corporate GrowthCurrently, we have the largest gap between share prices and corporate growth than we have ever seen. We have been lulled into a dangerous complacency with now 12 years of round after round of massive money-printing by global central banks. This has the effect of increasing the value of assets and decreasing volatility. The central bankers have blown an enormous asset-price bubble. We know this gap will...
ValueWalk
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