Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth? Topics covered include: Show Notes US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times End of an Era: The Coming Long-Run Slowdown in Corporate Profit Growth and Stock Returns by Michael Smolyansky—The Federal Reserve 10-Year Stock Market Returns—Crestmont Research Stock Average—Crestmont Research Stock EPS … [Read more...]
429 Plus: Stocks and Inflation, Emerging Markets Bonds
In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example of Argentina and a recent academic study on the topic. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 429 Plus Show Notes Stocks as a Hedge against Inflation: Does Corporate Profitability Keep Up with Inflation? - … [Read more...]
425: How Profits Motivate Change
"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and where water from the Colorado River will be used. Topics covered include: Show Notes The market can deliver the green transition by Martin Wolf—The Financial Times Where the Water Goes: Life and Death Along the Colorado River by David Owen—Penguin Random House Economics may take us to net zero all on its own by John … [Read more...]
219: The Incredible Shrinking Stock Market
How fewer publicly traded companies, fewer stock shares outstanding, and more intangible assets have led to higher earnings growth for U.S. listed companies and ultimately stronger stock market performance. In this episode you’ll learn: Why the number of publicly listed companies, particularly small companies, is shrinking. What is the impact in the increase in intangible assets held by businesses. What is the impact of share buybacks by global companies. How employer … [Read more...]
177: How Business Contributes To Income Inequality
How high profits and low investment by business in R&D and workers lead to income inequality. Why the current situation is unsustainable and what can be done about it. In this episode you’ll learn: Show Notes As Amazon Pushes Forward With Robots, Workers Find New Roles - New York Times Gone with the Headwinds : Global Productivity - International Monetary Fund Too much of a good thing. Profits are too high - The Economist Profits Without Prosperity - William … [Read more...]
105: How Corporate Profits Drive Stock Returns
What drives corporate profits over time and how do they contribute to long-term stock returns. In this episode you'll learn: What drove U.S. stock returns over the past thirty years. How long-term corporate profit growth has tracked per capita GDP growth.What contributes to long-term corporate profit growthWhat are the things corporates can do with their cash. Show Notes Research Affiliates - The Profits Bubble by Chris Brightman FactSet Earnings Insight Jerome … [Read more...]
