Archive - Dec 19, 2009 - Story

Tyler Durden's picture

Cautionary Observations From A Chronological Analysis Of The S&P 500 Balance Sheet





In the time before Bernanke, long-ago, investors cared about such arcana as cash flow statements, balance sheet (and even income statement before GAAP decided to play dead and allow companies, especially banks, to single-handedly determine what Earnings are). In this analysis, we highlight several cautionary trends that have emerged in the cumulative balance sheet of S&P 500 companies over the recent turbulent period. Our preliminary observations: even as balance sheet leverage has continued climbing, the assets of S&P 500 companies continue generating less and less cash flow, which begs the question: where will the next "efficiency paradigm" come from? And when.

 

Tyler Durden's picture

Weekly Chartology





Your 5 minute summary of the past week's market trends and key stock activity.

 

Marla Singer's picture

Radio Zero: Snowstorms and Inlaws





What?  Tired of the in-laws already?  What are you talking about?  With the massive, climate change induced winter storm bearing down on the East, they haven't even arrived yet.  (Maybe this global warming thing is a net positive utility delta after all).  Well, Radio Zero is here for you (as long as the fiber stays up in the storm).

Listen here: http://72.13.86.66:8000/listen.pls thanks to the mind-blowing generosity of EGI Hosting.

 
Do NOT follow this link or you will be banned from the site!