January 28, 2021

Big Tech CEOs testify before Congress – Watch it live!

Here’s what every serious investor in the country will be watching today, at 1pm ET the leaders of Facebook, Alphabet, Apple and Amazon will be answering lawmakers’ questions before the American public, just as we watched the largest bank CEOs a decade ago. Expect questions about everything from privacy to monopolistic power. The New York Times sets the scene: The captains of the New Gilded Age — Jeff Bezo...

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Animal Spirits: The Golden Age of Fraud

We discuss: How is it possible to have a situation that so closely looks like the late-1990s again? Is technology speeding up market cycles? Everyone has day-trading anecdotes now Why the risk of fraud is so high right now Why predicting the outcome of all this market gambling is so difficult Residential real estate is red hot; commercial real estate is not Millions of Americans have moved during this crisis Will WFH kil...

Sad State

I don’t see myself ever joining one of the political parties because the more I see of partisanship, the more I come to the conclusion that “membership” in any organized group forces you into positions and postures that require the shutting down of your brain. Or some form of self-deception. Either way, and to either end of the spectrum, I’m not interested in going there personally. Michael Cembale...

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Are Storm Clouds Gathering For These High-Yielding Securities?

Everyone wants to earn more. For investors in dividend growth stocks, the quick way to earn more is to select dividend stocks with higher yields. Swap those 2-4% yields in for stocks earning 7-10%, or more. Before making the trade, you should ask yourself the following two questions: 1. Why is the yield higher? and 2. Are these higher yields sustainable? Structure Driven YieldsOne variation in

To continue reading, please click on the article title above...

Are Storm Clouds Gathering For These High-Yielding Securities?

Everyone wants to earn more. For investors in dividend growth stocks, the quick way to earn more is to select dividend stocks with higher yields. Swap those 2-4% yields in for stocks earning 7-10%, or more. Before making the trade, you should ask yourself the following two questions: 1. Why is the yield higher? and 2. Are these higher yields sustainable? Structure Driven YieldsOne variation in

To continue reading, please click on the article title above...

The Biggest Earnings Day Ever

Subscribe to The Compound on YouTube Join Josh Brown and Michael Batnick on a wild ride through the biggest topics in the markets right now on an all new What Are Your Thoughts? In this episode: The retail trader frenzy in growth stocks this summer The US dollar hitting a 2 year low as debt-to-GDP explodes Gold hitting a new all time high in dollars The biggest earnings day ever as Apple, Amazon, Alphabet and Facebook al...

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What If We Get Inflation But Interest Rates Don’t Rise?

The highest debt-to-GDP on record in the United States came following the massive wartime spending for World War II where it clocked in at roughly 113%. By my calculations, we just blew past that record and currently stand at a debt-to-GDP ratio of more than 120%.1 People have been worried about government spending for a long time but this year it’s kicked into overdrive.2 The biggest risk of overspending comes in t...

What If We Get Inflation But Interest Rates Don’t Rise?

The highest debt-to-GDP on record in the United States came following the massive wartime spending for World War II where it clocked in at roughly 113%. By my calculations, we just blew past that record and currently stand at a debt-to-GDP ratio of more than 120%.1 People have been worried about government spending for a long time but this year it’s kicked into overdrive.2 The biggest risk of overspending comes in t...

The 10 Most Indebted Companies on Earth

Three of the top ten most indebted companies in the world are German automakers. Actually makes sense, they can borrow at close to zero, why not finance operations for free? “With a burden of $192 billion US, the Volkswagen Group is the most heavily indebted enterprise in the world.” According to Kryptoszene, that debt load is comparable to entire countries like Hungary or South Africa! Daimler ($151 billion)...

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