3 Apr 2020

As Companies Seek To Conserve Cash, Dividends And Buybacks Become Targets – Latter In Particular

by | posted in: Economy, Equities | 0

The sell-side is beginning to revise earnings estimates lower.  But looking at the disruptions caused by the coronavirus, more downward revisions probably lie ahead.  Company boards will be looking to conserve cash, with dividends and buybacks likely targets – the … Continued

19 Dec 2018

US Stock-Bond Duel To Get Foreigners’ Money Going Latter’s Way – Likely Continues

by | posted in: Credit, Economy, Equities, Technicals | 0

For a while now, foreigners have been reducing exposure to US stocks.  They have been buying Treasury securities, and it is likely the pace quickens.  If so, this will come at the expense of US stocks. In November, the US … Continued