True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label SPY. Show all posts

Tuesday, June 8, 2021

8/6/21: This Recession Is Different: Corporate Profits Boom

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Corporate profits guidance is booming. Which, one might think, is a good signal of recovery. But the recession that passed (or still passi...

Monday, May 3, 2021

3/5/21: Margin Debt: Things are FOMOing up...

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Debt, debt and more FOMO... Source: topdowncharts.com and my annotations Ratio of leveraged longs to shorts is at around 3.5, which is 2014...

Thursday, September 17, 2020

17/9/20: Stonks are Getting Balmier than in the Dot.Com Heat

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Via Liz Ann Sonders @LizAnnSonders of Charles Schwab & Co., Inc. a neat chart summarizing the madness of the King Market these days: Yea...

Wednesday, May 6, 2020

6/5/20: S&P500 Earnings and Revenues Growth 1Q 2020

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With early effects of COVID19 pandemic in: Both charts via Factset.

Wednesday, March 25, 2020

24/3/20: Q2 2020 S&P 500 Earnings Outlook: Not As Ugly as It Will Be

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Per Factset March 23 report, "the aggregate earnings growth rate for Q2 2020 changed from slight year-over-year earnings growth on Ma...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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