Independent thinking for complex markets and current events
by Jesse Felder Corporate insider trading activity has never been more bearish than it is right now. This should be especially concerning given the fact that aggregate insider activity is one of the best predictors of future earnings trends and earnings quality has deteriorated significantly of late. With equity valuations at record extremes… …driven at …
If you work in a corporate job, just be aware, your performance doesn’t matter. Your raise was decided by the budget committee. If you want to see a big increase in pay you have to jump to another company. That’s true and has been for some time. You are on a bell curve. Jack Welch …
They are not buying stocks. The Insider Transaction Ratio has risen into 'bearish' territory. via @hmeisler pic.twitter.com/58B6BhJwxz — Daily Chartbook (@dailychartbook) October 15, 2024 h/t HighYieldLarry
Corporate insiders have indeed bought the least amount of shares in a decade. In July 2024, the insider buy ratio turned “deeply negative” to 13.6%, which is the lowest in at least a decade. This indicates a significant level of pessimism among corporate officers and directors regarding their companies’ Corporate Insiders have bought the least …
This even stunned me. I know MSNBC & Corporate news in general is 95% propaganda, but this is amazing: https://t.co/DP57eaDCtG — Jimmy Dore (@jimmy_dore) September 13, 2024
The largest gap we've ever seen in Corporate Bonds vs 20yr Treasuries. What could go wrong… https://t.co/YPzmmJ8EXB pic.twitter.com/xUZKPGBNsS — Financelot (@FinanceLancelot) September 12, 2024 Here’s currently an unusually large gap between corporate bond yields and 20-year Treasury yields. This situation is quite rare and typically signals heightened market stress or uncertainty. Implications: Increased Risk Perception: …
Most Compass agents in California/NY pay more than 18% to the company There must be some accounting magic in there to get those numbers 😂 But yeah, brokerage has low margins. Hiring agents w/ their own clients is basically a break-even business. Generating leads & charging… — Nick El-Tawil (@tawillionaire) September 5, 2024
https://www.federalreserve.gov/econres/feds/files/2023041pap.pdf
Vice President Kamala Harris has proposed raising the corporate tax rate to 28%, marking her first significant revenue-raising initiative as the Democratic presidential nominee. This move is aimed at financing the ambitious plans she has outlined for her presidency. Harris’s campaign spokesperson, James Singer, emphasized that this tax hike is a “fiscally responsible” measure to …
US PPI Final Demand (M/M) Jul: 0.1% (est 0.2%; prev 0.2%)– PPI Ex Food And Energy (M/M) Jul: 0.0% (est 0.2%; prev 0.4%)– PPI Final Demand (Y/Y) Jul: 2.2% (est 2.3%; prev 2.6%)– PPI Ex Food And Energy (Y/Y) Jul: 2.4% (est 2.6%; prev 3.0%) — LiveSquawk (@LiveSquawk) August 13, 2024 Futures on a tear …
European drugstore giant Rossmann announced Tuesday it will no longer buy Tesla’s electric vehicles for its fleet, effective immediately, citing CEO Elon Musk’s pro-Trump political support. Rossmann, based in Germany, said in a statement that its decision was “based on the incompatibility between the statements of Tesla CEO Elon Musk and the values that Tesla …
By Martin Armstrong America is experiencing a 13-year high in corporate bankruptcies, with more companies going under than during the lockdown era of the pandemic. Companies are rushing to friendshoring opportunities to avoid the tax that comes with the Made in America label. Businesses are reluctant to hire even low-wage workers. America lost China as its top …
As the White House faces uncertainty, JPMorgan and Citi warn of impending economic disaster. Over $500 Billion in Unrealized Losses | U.S. Banks In recent years, the U.S. banking sector has experienced significant shifts due to rising interest rates and the aftermath of the COVID-19 pandemic. One critical area of concern is the surge in …
In a recent U.S. Senate Health, Education, Labor and Pensions Subcommittee hearing, Chairman Bob Casey addressed the issue of “greedflation,” where corporate greed exacerbates inflation, leading to higher prices and impacting American families. During the hearing, Casey pointed to four reports he has released since November 2023 that detail how corporate actions have led to …
Things you won’t read in the legacy corporate “news” because it doesn’t fit the narrative. 🔊 pic.twitter.com/iL60bhQc9P — Wall Street Mav (@WallStreetMav) July 9, 2024
Corporate bankruptcies in the United States surged to their highest monthly level in June 2024 since early 2020. A total of 75 companies filed for bankruptcy during that month, surpassing the numbers seen in June and July of 2020. The increase in bankruptcies is attributed to factors such as high interest rates and rising wages, which …
By Brandon Smith I was recently watching a video by some of my favorite movie commentators in which they were lamenting the apparent death of the movie theater business. They cited a long list of recent blockbuster bombs with some confusion as to why so many films were failing. In particular, they had predicted the …
SUPERCUT! Corporate media: Don't believe your lying eyes, Biden's never been sharper! pic.twitter.com/FW6e2ZPT5i — Tom Elliott (@tomselliott) June 15, 2024 Biden shows more signs of cognitive decline. “We are watching a Man completely void of all awareness & there is no way in hell Joe Biden is running America, so who is?” That’s a good …
Two stories broke on Monday that are intertwined. One is the realization by liberals that President Trump may win by a landslide because of the kangaroo courts of New York. The Hill reported, “The guilty verdict rendered against former President Trump is bringing moderate Republicans and longtime Trump skeptics to his side in a way that …
In recent years, large investment firms have shifted their focus from single-family homes to trailer parks, exploiting the lack of regulations to maximize profits at the expense of residents. This has led to significant rent increases, pushing many low-income residents out of their homes. This article explores the impact of this trend and provides practical …
$GME Wait… You mean pumping the stock did nothing to help corporate results? Imagine my shock. And here, for the last two weeks, all I’ve heard are knuckle-dragging yokels telling me valuations no longer matter. https://t.co/afOAPC7sPh — Uncle Milty’s Ghost (@his_eminence_j) June 7, 2024 I hope you $GME suckers understand what they’re doing. They are …
This is all political insanity! The corporate media will never talk about this. Why does this continue to be allowed? — Wall Street Mav (@WallStreetMav) May 30, 2024
Your favorite brand no longer cares about being woke. For most of advertising history, “red” or “blue” as partisan loyalty signaled more your taste for Coke or Pepsi than your identity as Republican or Democrat. Mass markets, by definition, necessitated selling to both sides of the aisle. As with so much else, the presidency of …
Walmart cutting hundreds of corporate jobs, asking remote workers to return to office Walmart is about to have hundreds fewer people working in corporate offices, and remote workers are being asked to return to offices, the Wall Street Journal reported Monday. The U.S. retailer is asking workers at offices in Dallas, Atlanta and Toronto to …
Embattled ABC News President Kim Godwin announced she was calling it quits Sunday night as she faced heightened scrutiny from corporate superiors over her job performance — and months after she was stripped of much of her power, sources confirmed to The Post. “I have decided to retire from broadcast journalism,” Godwin said in a …
Despite a surge in corporate buybacks, executives are offloading stock at a pace unseen in over a decade, raising concerns about underlying market sentiment and future prospects. The dwindling percentage of publicly traded firms witnessing net purchases from their executives, plummeting well below historical averages, suggests a departure from the norm in a healthy market …
resident Joe Biden keeps lecturing corporate America to “pay your fair share” of taxes. It turns out he’s right that some companies really are getting away scot-free from paying taxes. But it isn’t Big Tech companies in Silicon Valley or the Wall Street financial company “fat cats” or big banks or Walmart. They pay billions …
Have we reached peak DEI stupidity? Yes, we are well past the peak. As we explained in early March, “Both the DEI and ESG gravy trains on Wall Street are finally coming to an unceremonious end.” The unraveling of “diversity, equity, and inclusion” initiatives was seen on the state level, as Red states rushed to ban DEI …
