Baby Boomers Retirement Begins To Drain Cash in the US
Baby boomers must start retirement account withdrawals at age 70 1/2 and some do earlier of necessity. Will that affect markets?
Read more...Category Archives: Investment outlook
The Fed in an Age of Uncertainty
How uncertainty over the wisdom of the Fed starting to tighten in 2017 and its reading of Trump policies might impact other economies.
Read more...Wolf Richter: What’s Going on with the Banks? Citi Cuts Goldman to “Sell,” after Goldman Cut Citi to “Neutral”
Citi and Goldman downgrades suggest the Trump trade may be overdone.
Read more...Ambrose Evans-Pritchard: Trump Effect Won’t Stop Credit Crunch
Forecasts for the US depend heavily on what Trump might actually get done. Ambrose Evans-Pritchard thinks Mr. Market is out over his skis.
Read more...Nomi Prins: My Political-Financial Road Map for 2017
Some specifics of why political risk and central bank policy will make for a wild ride in 2017.
Read more...Wolf Richter: What the Heck’s Happening to Our Share Buyback Boom?
Is the share buyback boom going down the drain, putting this wondrous stock market at risk?
Read more...Can Uber Ever Deliver? Part One – Understanding Uber’s Bleak Operating Economics
Uber’s financials statements and economics shows a complete lack of progress towards profit and no reason to expect significant improvement.
Read more...Wall Street Journal Puts Foot in Mouth and Chews Via False Claim That Tax Law Change Would Lead US Companies To Move Cash to US
Yet again, we ebunk the myth that tax gaming leads US companies to hoard cash overseas. Tax accounting has nada to do with where money sits.
Read more...Wolf Richter: Layoffs at Alphabet Access to Hit 9%, Google Fiber to “Pause” Plans, CEO Leaves, as Alphabet Cracks Down on Costs
Those Company Formerly Known As Google, aka Alphabet, “Other Bets” for growth seem to be hitting the wall. The latest is Google Fiber.
Read more...China’s Insanely Leveraged Housing Market Will Enter Its Secular Bear Market In 2017
Why China’s fabulously leveraged housing market may finally be on the verge of a long-anticipated implosion.
Read more...Wolf Richter: Millennials Blamed for Lousy Economy
Millennials aren’t spending like they are supposed to…with good reason.
Read more...US Commercial Real Estate Markets Are Sinking….Again….
US commercial real estate is starting to slide…a blip or a trend?
Read more...Gig Economy Disaster: ‘Uber For Laundry’ Hung Workers Out to Dry and Now It’s Out of Business
Another innovative gig economy startup bites the dust.
Read more...What Do US Wages Tell Us About the Business Cycle?
Does the US business cycle have longer to run?
Read more...Wolf Richter: Declining Productivity Bodes Ill for Growth and Jobs
Why worries about falling US productivity are well-founded.
Read more...