Original article by UPFINA The U.S. stock market is in a 9 year bull market which makes many investors skeptical of the continued likelihood of market out performance. However, simple looking at the length of time without accompanying data to […]
Author: UPFINA
The Market Is Controlling CB Policies
Original article by UpFina In the past few weeks we have reported on the economic weakness in Europe. The Citi Economic Surprise index for Europe is extremely negative showing reports are missing economists’ expectations. The ECB’s Mario Draghi responded to […]
Junk Bonds Get A Boost From Oil Prices
Original article by UpFina We previously reviewed the oil market in U.S. Shale vs. OPEC Oil Price War: Who Will Win?. American production of oil accelerated from 2012 to 2014 as non-conventional oil and gas drilling in shale led to […]
Corporate Debt At A Record High For Median Firms
Original article by UpFina Every business cycle has a debt build up followed up an inevitable deleveraging. In order to grow their businesses in excess of existing cash flow, firms need to take out debt when the economy is expanding […]
Rate Hike Cycle To End In 2020? Europe Is Weak
Original article by UpFina A big question investors are trying to wrap their heads around is why the headlines suddenly matter to equities in 2018. There were geopolitical concerns in 2017, yet stocks were sanguine. This year, negative headlines seem […]
Global Economy Is Slowing, Europe Looks Bad
Original article by UpFina The U.S. economy is entering its 4th economic slowdown of this expansion, which has been relatively weak. To be clear, the economy isn’t close to having two quarters of negative real GDP growth which is the […]
Are Broad Markets Priced For Perfection?
Original article by UpFina While it’s no solace to equity investors at the moment, the fact that volatility has only been in stocks in the past two months is good news. As you can see from the chart below, the […]
Will The Next Recession Make Millenials Even Worse?
Original article by UpFina Even though the economic expansion has been going on for 9 years, we’re still discussing the economic problems millennials are facing. The biggest reason for this is because student loan debt doesn’t go away with improvements […]
Are Stocks Becoming Cheaper As Price Increases?
In the short term valuations aren’t important to stock performance, but in the long run they provide the best information about expected returns. Stocks are one of the few assets that experience selling pressure when they go on sale. That’s […]
U.S. Debt Problem Gets Worse
The Congressional Budget Office released its latest projections for the budget and the economy for the next 10 years. This is non-partisan analysis which is why it has a lot of credibility; politicians love to cite it if the CBO’s […]
