Monthly Archives: March 2015

Earnings caving under delirious stock valuations

Posted on March 31, 2015 by Danielle Park

Automated trading machines incited by central bank jawboning the world over, have helped to push global stock markets to the highest valuations since March 2000 and October 1929.   Meanwhile earnings and sales are plunging…from a Q1 analyst consensus for S&P … Continue reading →

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Fed out of options as earnings recession begins

Posted on March 30, 2015 by Danielle Park

“There will never be a good time to raise rates off zero when you’ve been there for six years,” Peter Boockvar, chief market analyst at The Lindsey Group, told CNBC. “The Fed’s screwed, essentially.” Actually, the Fed members are well … Continue reading →

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How speculative booms end

Posted on March 30, 2015 by Danielle Park

For those dreaming that maybe today’s excessive valuations in most financial assets can resolve in a virtuous end of gentle mean reversion, or suddenly soaring GDP, sales and earnings that will miraculously ease current cash flow strains, we offer the … Continue reading →

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