corporate equities

Bubble Cycle Inefficiency And Valuations

Last week the Federal Reserve updated its quarterly Financial Accounts of the United States Z1 (formerly Flow of Funds) meaning that we can recheck valuation levels of the stock bubble from alternate points of view (data). The most common valuation given by the report is Tobin’s Q which compares the estimated value of corporate equities (liability) to nonfinancial corporate business [...]

Vulnerable Stocks Question What Might Be Left of the Economy To Overheat

By Jeffrey P. Snider|2015-12-17T13:31:59-05:00December 17th, 2015|Economy, Federal Reserve/Monetary Policy, Markets|

For an economy that is supposed to be on the verge of overheating, or at least moving decisively in that direction, there are an inordinate number of indications of a cyclical stall and termination rather than some beginning (or ripening). I’m not referring exclusively to economic indications, either, such as the Federal Reserve’s own industrial production figure that just showed [...]

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