Except for a few companies, such as Apple, Meta, PayPal, Shopify, and MercadoLibre , most of the US listed companies have Q2 earning reports were generally poor. What’s more important: Most companies’ financial forecasts are disappointing, exacerbating market concerns, which is more lethal to stock prices than the results of quarterly earnings reports that have already occurred.
Category: Economics
Sahm Rule, a 100% accurate recession indicator, was triggered
With 11 recessions occurring since 1950, Sahm Rule backtest is 100% accurate and is a reportable recession indicator.
Powerful and persuasive Buffett indicator, whether market is overheat
If the “Buffett indicator” is less than 50%, it means that the stock market is seriously undervalued, between 50% and 75% it is slightly undervalued, between 75% and 90% it is reasonably valued, between 90% and 115% it is slightly overvalued, and high At 115%, it is seriously overvalued.
Fintech’s valuation plummeted and current dilemma
Fintech is no longer a super new blue ocean in the technology and financial circles ten years ago.
U.S. stocks have experienced zero returns twice in more than a decade due to inflation
U.S. stocks have experienced zero returns twice in more than a decade due to inflation – 1968 to 1982 and 1964 to 1981
Why are only US stocks the most valuable for long-term investment?
The factors that many investors worry about listed in this article will not cause too much harm to the long-term investment value of US stocks.
US credit rating downgrade by Fitch, the reasons and implications
Fitch announced on August 2, 2023 that it would downgrade the US credit rating by one notch from the top AAA to AA+
Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?
Sino-US confrontation will not hurt U.S. stocks too much.
The relationship between GDP and stock prices
GDP (gross domestic product) growth is positively correlated with stock market. Buffett Indicator a powerful and persuasive explanation for it.
Inflation-proof investments
Selecting companies that can stand out under inflation is an indispensable factor in Buffett’s investment technique