EconMatters's blog

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Stock Buybacks at Market All-Time Highs: Poor Use of Corporation Capital





When I heard Kyle Bass discussing one of the reasons he was investing in Herbalife is because of possible future stock buybacks at all-time highs – I just shake my head as this isn`t going to end well folks!

 
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401K Investors Should Move to Cash





Don`t fall in love with market exposure as even Wall Street Sharks get eaten alive in financial markets.  

 
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Is Janet Yellen Smarter Than Me?





There are a couple of disturbing points that came out of her take on bubbles and the rationale behind not tapering a mere 10 or 15 Billion dollars given the monthly commitment of 85 Billion in Fed Purchases every month.  

 
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U.S. Oil Supplies in Storage Set to Pass the 400 Million Threshold





Can the US hit the 9.5 million barrels per day passing the historical trend of 9 million barrels per day mark in 2014? And if so what does this mean for Global Oil prices? 

 
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U.S. To Reach Real Debt Limit in March (or June) 2014





CBO estimates that U.S. may be able to push the debt ceiling deadline to as late as June of next year, but OECD is already freaking out about the prospect of a U.S. debt ceiling bind....

 
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U.S. Structural Jobs Paradigm





Think of Jobs Outsourcing or Offshoring as a vast wealth transfer from the richer nations to the poorer nations mainly on the backs of the ‘middle of the bell curve’ in terms of jobs. 

 
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Bubble That Everyone Admits is a Bubble





This is one of the few times where the benefactors or professionals who benefit from the bubbles, fully and openly acknowledge that stock prices and certain other asset classes are completely divorced from fundamental valuations.

 
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Google vs Facebook Vying for Global Internet Dominance





While it is not surprising to see the apparent supreme dominance of Google and Facebook on the Web, the more important question is global data privacy and the related measures.

 
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Tesla: Where Retail Investors Rushing in and Nest Eggs Cracking





Every year there seems to be a few momentum stocks defying logic, reality while bleeding all shorts getting in the way.  This year, Tesla Motor is one such stock. 

 
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US Oil Imports Hit 13 Year Lows





The world can only build so much storage to store extra supply; at some point demand has to eat up this extra supply.

 
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Ban Goldman Sachs from Playing in Commodity Markets





The bigger question is why it's taken 5 since after the financial crisis to realize these big banks are bad market participants? 

 
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President Obama Could Give Middle Class a Bailout with SPR Release





We bail everybody else out in this country, why not middle-class Americans via an SPR Release to counter high prices at the pump?

 
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Earnings Season Is Starting to Look Like a Disaster





This earnings season is much worse as almost every single company is missing on the revenue side which is not as easily to "fix" as the EPS.... 

 
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Gasoline Supplies Highest for July Period Since 1992





Gasoline supplies for this time of year are higher than at any time in the last 20 years.  There are plenty of oil inventories.  So why in the heck are consumers paying record prices right now?

 
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Oil's Middle East Fallacy





“There is no cure for high prices, like high prices.” This is why the Middle East can never truly have a prolonged supply shortage. They will price their customers out of the market!

 
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