There has been a huge increase in corporate debt to record levels, but the cost to service the debt is manageable because interest rates are low and investors are extremely sanguine. As you can see from the chart below, the […]
Author: UPFINA
Earnings Growth Has Been Great
Oritginal article by UpFina The S&P 500 is at a critical juncture as investors and traders will be determining if this is the start of another bear market, a prolonged holding period, or a correction which soon abates. We look […]
Are You Allocating Your Cash?
Original article by UpFina There is lots of incredible analysis when it comes to finance and economics. However, a lot of it overlooks the simplest detail that is vital for any financial portfolio. While we cannot give you information that […]
Is The US Becoming Japan 2.0?
The April jobs report in the US wasn’t great as there were misses across the board. The total jobs created was 164,000 which missed estimates of 191,000. The participation rate missed estimates for 62.9%, coming in at 62.8%. Furthermore, the […]
Private Sector Yield Curve Inverted Vs Peak Growth Isn’t Bad For 1 Year Returns
Original article by UpFina In this article, we will discuss some of the countervailing trends which are occurring to help you formulate a balanced outlook on the markets and the economy. It’s easy to cherry pick data to fit an […]
Fed Hiking Into Weakening Economy
Original article by UpFina The economy is seeing a modest pickup in inflation even as GDP growth slowed to 2.3% in Q1 of 2018. That puts the Fed in a difficult position as it balances the dual mandate of having […]
Catch 22: Do You Know Too Much Or Not Enough?
Original article at UpFina There is a lot of speculation about what the rise of passive investing will do to the economy and the stock market. In theory, if everyone invested passively, then public companies would have less incentive to […]
Stocks Falling After Great Earnings Results, Why?
Original article at UpFina Heading into the Q1 earnings season, we mentioned that the bar was raised very high. Usually, the estimates fall a few weeks before the reports come out. This time they were raised because of the […]
Years after the recession the death rate still exceeds the creation rate for more cities than in the past few decades
Original article at UpFina A statement popular in business is “if you’re not growing, you’re dying” (attributed to William Burroughs). It’s a great quote because it shows how quickly a business can fail. Unfortunately, America’s economy is trending in the […]
Is 2008 Financial Crisis A Reason To Be Bullish About Future?
Original article posted by UpFina Many bearish investors have become obsessed with being negative about stocks on the grounds that investor sentiment was at an all-time high in January 2018. You can’t blame them going against almost euphoric sentiment that […]
