Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.
Are stocks “cheap,” or is this just another bullish “rationalization.” Such was the suggestion by the consistently bullish Brian Wesbury of First Trust in a research note entitled “Yes, Stocks Are Cheap.”
Are stocks “cheap,” or is this just another bullish “rationalization.” Such was the suggestion by the consistently bullish Brian Wesbury of First Trust in a research note entitled “Yes, Stocks Are Cheap.”
Return of capital (ROC) or nondividend distributions are among the least understood type of distribution that investors receive. This is largely because an ROC distribution is a tax concept and not an economic concept, meaning that it tells an investor little about whether the distribution was earned but rather how the IRS will classify this distribution.
The basic premise is that overpaying for earnings today leads to lower rates of return in the future. Of course, given the flood of liquidity from global Central Banks, the overvaluation of markets is of no surprise.
Despite normalcy settling in with almost 30% of Americans fully vaccinated and social restrictions gradually easing, investors should not forget the innovative power of specific sectors that became magnified throughout the pandemic.
The global monetary & financial system is heading for a paradigm change. The next SWIFT system and financial market structures are being built all around us, from the grassroots up and with little regards for national borders and the analog reality that accompany them. The (R)evolution is afoot.
The global monetary & financial system is heading for a paradigm change. The next SWIFT system and financial market structures are being built all around us, from the grassroots up and with little regards for national borders and the analog reality that accompany them. The (R)evolution is afoot.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
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