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Monthly Archives: April 2013
Zero real growth for 5 more years?
Historically real yields have equated to real growth rates in the US economy of about 2%. Always tied into economic growth rates over the past 100 years, annual corporate earnings growth has averaged 1.5%, slightly less than the overall economy. … Continue reading
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Fed out of tools and ideas to try and stimulate the economy
Former Dallas Fed VP Gerald O’Driscoll discusses Federal Reserve Chairman Ben Bernanke’s comments about monetary policy and the state of the U.S. banking system which remains dangerously pumped up on historically high leverage. Here is a direct link.
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Reality: negative earnings trends don’t support euphoric US stock prices
The gap between an extremely over-bought, over-valued US stock market and a continued negative trend in net earnings revisions for the underlying corporations is the source of large capital risk. When numbers don’t add up, they never will. Here is … Continue reading
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