Oil Is Really a Curse for Venezuela The irony is that the proven oil reserves in Venezuela are recognized as the largest in the world! Picture Source: Bloomberg

How Does President Trump’s Twitter Use Impact the US Stock Market? Trump’s tweets exacerbate short-term volatility and can create unpredictable short-term market fluctuations. That’s the reason why Warren Buffett stays focused rightly on the long…

Why Trade Tensions Are Not Driving the U.S. Stock Market? Because many Unicorns are going public in the United States this year. Secondly, U.S. banks are healthier than ever and liquidity conditions are quite good…

Tariffs Are a Hidden Tax on American Consumers and Companies Tariff man is back! Keep in mind that trade war costs to consumers and companies. Tariffs are a hidden tax on American consumers and US…

Why Lower Bond Yields Influence the S&P 500? Because lower interest rates push stock market multiples higher.  If interest rates are lower, then the value of future cash flows increases, because future cash flows are…

Only 11% of Asset Classes Have Posted Negative Total Returns in 2019 The rally is back, but for how long? According to Deutsche Bank AG, 90% of 70 financial asset classes posted positive total returns.…

What if Companies Paid Dividends Instead of Buybacks? The S&P 500 Total Return (dividends reinvested) would have been 10% lower if buybacks subbed with dividends. But, are stock buybacks a good thing for shareholders? Yes,…

Is U.S. Household Debt a Problem? Not really, right now. Actually, the level of household debt alone does not tell an accurate picture of the current situation. However, U.S. household debt to GDP is much…

“Real Fed Rates Are the Most Accurate Predictor of Future S&P 500 Volatility,” Says SocGen SocGen says it is the most accurate predictor of S&P 500’s volatility over the last 50 years. Should investors be…

“U.S. Stock Market, No Froth In Sight” Says Stock Market Sentiment Index Keep in mind that it is just another investor sentiment tool. But it does not show at all if the US stock market…

Worst Start to Year for Equity Flows since 2008 Even if the S&P 500 is up 18% to date (best start to a year since 1987), it is the worst start to year for equity…