Upfina | TalkMarkets | Page 4

Upfina

Pursuit of Truth in Finance & Economics
Contributor's Links: UPFINA.com
The purpose of UPFINA.com is to seek the truth as it relates to economics, finance and money. We do not have all the answers, but our ethos dictates that we objectively analyze all information. Please familiarize yourself with our full more
Following: 24 Followers: 3171

All Contributions

Latest Posts
49 to 64 of 772 Posts
<<< 1 2 3 4 5 6 ... 49 >>>
Peak Manufacturing?
Monday, April 19, 2021 8:30 PM EDT
The March industrial production report was good, but missed estimates. It wasn’t great like the ISM PMI.
Read
Best Improvement In Retail Sales Ever
Saturday, April 17, 2021 1:29 PM EDT
The hotly anticipated April retail sales report was released this Thursday. It was fantastic. It destroyed estimates. Specifically, headline monthly growth rose from -2.7% to 9.8%, which beat the consensus of 5.6%.
In this article: SPX
Read
Biggest Impact On Inflation Is Here… Sort Of
Friday, April 16, 2021 4:15 AM EDT
The CPI report was nothing to get excited about.
Read
Multiple Warning Signs Of Unhealthy Market
Wednesday, April 14, 2021 7:36 PM EDT
Lately, we have seen cyclical stocks in the ‘real economy’ and growth tech stocks take turns going up. Instead of one group winning the arm wrestling battle, both have won.
In this article: IWM, NDX, SPX
Read
New Tail Risks Emerge For 2021
Wednesday, April 14, 2021 12:15 AM EDT
The biggest tail risk the stock market faces according to fund managers is still a bond market taper tantrum. The 2nd biggest risk is higher inflation. Higher yields and higher inflation go hand in hand.
Read
The Market Is Wrong About Rate Hikes
Monday, April 12, 2021 10:21 PM EDT
The CPI report will get above 3% for a few months this year. Let’s see how long it stays there. The market expects a Fed rate hike in 2022, but that won’t happen.
Read
Consumers Are Spending Like There’s No Tomorrow
Sunday, April 11, 2021 3:39 PM EDT
The March retail sales report will be one for the ages. It’s interesting to see how strong e-commerce spending will be even as the economy reopens. The stay-at-home stocks have done well even though the pandemic is coming under control in America.
In this article: BAC, MA
Read
Software Sales Growth Slowed In 2020
Thursday, April 8, 2021 2:36 PM EDT
Software sales growth actually fell in 2020. Investors bought those stocks last year because they were the best relative performers. Now they are too expensive and have lower growth.
Read
This Economic Data Point Is A Bearish Signal
Tuesday, April 6, 2021 9:13 PM EDT
High PMIs aren’t great for stocks in the short term. Obviously, more goes into predicting stocks than a couple of data points.
In this article: SPX
Read
A Tighter Labor Market Much Sooner
Monday, April 5, 2021 3:00 PM EDT
Economists and investors want to know how quickly job creation will occur in the next few months since much of the creation will occur via a drop in permanent losers.
Read
These Are The Stocks That Won In The Past Decade
Friday, April 2, 2021 5:45 PM EDT
If you want to beat the market and compound your wealth, you can’t buy the winners of the past that have become $500+ billion businesses. It’s not possible for the FAANG stocks to destroy the market because they are the market.
In this article: BA, DPZ, STZ, V, AAPL, AMZN, CTAS, MSFT, MU, NVDA, TTWO
Read
The Source Of The Speculative Bubble
Thursday, April 1, 2021 9:56 PM EDT
Many policymakers don’t believe there is such a thing as too much stimulus, especially in an emergency. Either the government just found a solution to all future recessions or inflation is coming.
Read
What A Time For Consumers
Wednesday, March 31, 2021 11:36 PM EDT
We are beginning to see the spike in consumer confidence and spending that should last throughout the spring and summer.
Read
Even Higher Growth In 2021?
Tuesday, March 30, 2021 5:07 PM EDT
The 2021 economy is going to be a year to remember. US growth is going to impact global growth by the most since 1999. Retail sales in March will be fantastic.
Read
What Do Unprecedented Fiscal & Monetary Policy Mean?
Monday, March 29, 2021 3:00 PM EDT
The CBO expects the debt to GDP ratio to rise over the next 10 years to above the peak during WWII. It gets dicey when you consider how the CBO has forecasted a debt to GDP ratio much lower than what has been reached recently.
Read
People Under 40 Have Very Little Wealth
Friday, March 26, 2021 9:40 PM EDT
People under 40 have a low percentage of the overall wealth in the US. Most millennials will be fine financially as they age, but they won’t have as many children as prior generations.
Read
49 to 64 of 772 Posts
<<< 1 2 3 4 5 6 ... 49 >>>