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Tag Archives: share buy-backs
Why Interest Rate Psychology Will Change By Late 2016
Wall Streeters disagree about when the Fed will start to tighten (September?, December?) but most agree that once it gets started the pace of tightening will be exceeeeeeedingly gradual. An overleveraged US in a weak world economy supposedly requires easy … Continue reading →
Posted in Uncategorized
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Tagged Federal Reserve, interest rates, investor psychology, pro forma EPS, share buy-backs, unemployment, wage gains
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U.S. Equities Can Grind Higher in a Weak World
Stocks are behaving pretty much as I expected: In early September I said strategists were “disturbingly bullish” and a correction would not be surprising. We did get a correction, though arguably it was not scary enough to sweep away the … Continue reading →
Posted in Uncategorized
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Tagged deflation, DJIA, Hillary Clinton, share buy-backs, use of cash
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Don’t Overhype Buy-backs
In Barron’s Up & Down Wall Street column, titled “Buyback Bonbons,” Kopin Tan marvels that “Companies have already repurchased a staggering $445 billion worth of shares in the 12 months ended on September 30.” According to Josh Brown of the … Continue reading →
Posted in Uncategorized
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Tagged Bill Gross, corporate capital allocation, David Bianco, employee stock options, S&P 500 EPS, share buy-backs
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