StockFetcher Forums · General Discussion · Things that make you go Hmmmmm.....<< 1 2 >>Post Follow-up
pa247
143 posts
msg #148732
Ignore pa247
7/30/2019 11:44:52 AM

https://www.creditwritedowns.com/p/why-what-economists-are-now-saying?utm_campaign=post&utm_medium=web&utm_source=copy

graftonian
908 posts
msg #148733
Ignore graftonian
7/30/2019 4:10:59 PM

Thanx Paula, A good read.

pa247
143 posts
msg #148766
Ignore pa247
8/2/2019 1:11:40 PM

https://northmantrader.com/2019/08/02/watch-closely/

pa247
143 posts
msg #148811
Ignore pa247
8/6/2019 5:48:50 PM

https://northmantrader.com/2019/08/06/perspectives-2/

pa247
143 posts
msg #148848
Ignore pa247
8/9/2019 11:29:23 AM

Danish bank offers to pay you to take out mortgage

https://www.businessinsider.com/danish-bank-offers-mortgages-at-negative-interest-rates-2019-8


pa247
143 posts
msg #148853
Ignore pa247
8/9/2019 5:06:03 PM

Excerpted from : https://northmantrader.com/2019/08/09/risk-2/

And here is how this translates into risk to investors. Take $APPL.

The company is trading around $200 these days, nearly double the level it was trading at in 2015. Why is 2015 relevant? Because $AAPL’s earnings were exactly the same as they are now: Around $53B.

But what did they do? They bought back shares since 2015. Lots of them. 1.2 billion shares to be precise. The net effect:

“With flat net income, the purchase of a net 1.2 billion Apple shares means that per-share earnings are slated to rise from $9.22 in fiscal 2015 to $11.51 this year”.

What’s that mean for investors? Well, you’re paying a near double premium in share price for a company that hasn’t grown earnings in 4 years. That’s called multiple expansion. $AAPL’s forward earnings multiple in 2015 was 11-2, now it’s near 17. That means you’re taking on a lot more risk than in 2015. In fact the multiple expansion is between 45%-55%.

Who says there’s no inflation?

And it’s not only with $AAPL, it’s common across the board. So investors be aware: You’re taking on a lot more risk in paying for shares either directly or in ETFs and index funds, especially at a time when market valuations to GDP have exceeded 140%. Buyer beware.

For the latest public analysis please visit NorthmanTrader. To subscribe to our market products please visit Services.

All content is provided as information only and should not be taken as investment or trading advice. Any investments, trades, and/or speculations made in light of the ideas, opinions, and/or forecasts, expressed or implied herein, are committed at your own risk, financial or otherwise. For further details please refer to the disclaimer.
https://northmantrader.com/2019/08/09/risk-2/

pa247
143 posts
msg #148989
Ignore pa247
8/24/2019 10:57:45 AM

Going to be very ugly at some point.

https://latest.13d.com/risks-passive-algorithmic-transformation-equity-markets-crisis-6ea6f6e9e271

Cheese
893 posts
msg #149145
Ignore Cheese
9/16/2019 1:55:09 PM

William O'Neil
If the original market leaders begin to falter, and lower-priced, lower-quality, more-speculative stocks begin to move up, watch out !
When the old dogs begin to bark, the market is on its last feeble leg.
Laggards can’t lead the market higher.
Among the telltale signs are the poor-quality stocks that start to dominate the most-active list on market “up” days.
This is simply a matter of weak leadership trying to command the market.
If the best ones can’t lead, the worst certainly aren’t going to do so for very long.

Cheese
893 posts
msg #150682
Ignore Cheese
2/6/2020 1:30:57 AM

https://www.msn.com/en-us/money/companies/china-wants-to-patent-gilead-s-experimental-coronavirus-drug/ar-BBZFgcZ?li=AA2dnLi
Feb 5, 2020

China wants to patent Gileads experimental coronavirus drug

Chinese researchers have applied for a national patent on an experimental Gilead Sciences Inc. drug that they believe might fight the novel coronavirus.

The Wuhan Institute of Virology -- based in the Chinese city at the center of the epidemic -- has applied for a patent in China for the use of the antiviral drug, known as remdesivir, in treating the ailment.
The application was made on Jan. 21 together with a military academy, according to a Feb. 4 statement on the institute’s website.

... having a patent is that it would lead to cross-licensing situations that give China more bargaining chips in negotiating the licensing fee with Gilead

The move may revive longstanding concerns about China’s respect for intellectual property rights.
The country has made strides in the pharmaceutical space in recent years as it works to nurture a domestic industry based on innovative drugs.

karennma
7,796 posts
msg #150774
Ignore karennma
2/13/2020 1:47:26 PM

For further details please refer to the disclaimer.
https://northmantrader.com/2019/08/09/risk-2/
pa247
143 posts
msg #148989
- Ignore pa247 8/24/2019 10:57:45 AM
Going to be very ugly at some point.
================================

@pa247,
I don't know if you're still here, but I've been following northmantrader for the last month.
He's like the boy crying fire in the theatre.
NOTHING he's predicted has happened.
He's as bad as Zerohedge.
However, on a positive note, I've LEARNED a lot reading his technical stuff.
It all makes sense ... but it doesn't work anymore.
THIS TIME IS different.

StockFetcher Forums · General Discussion · Things that make you go Hmmmmm.....<< 1 2 >>Post Follow-up

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