by Gary Gordon | Sep 30, 2020
Household equity exposure has rarely been as high as it is today. Is that a good thing or a bad thing? Historically, the higher household stock exposure is, the lower the 10-year forward returns tend to be. In fact, the 25% demarcation heading into the 2000 stock...
by Gary Gordon | Sep 24, 2020
Is taking on more and more debt at lower and lower interest rates a good thing? Well, it does not seem to be helping the bulk of public companies on the U.S. stock exchanges. Consider the premier benchmark for small stocks, the Russell 2000. Their very existence may...
by Gary Gordon | Sep 22, 2020
Bank stocks around the globe dramatically underperformed respective stock markets in 2007. And by 2008, a global financial collapse punished every economic sector. Here in 2020, bank stock troubles are resurfacing. Year-over-year differences between ‘Big...
by Gary Gordon | Sep 17, 2020
Zombie companies are those that cannot generate enough profits to cover their debt payments. And according to the researchers at Deutsche Bank, the ‘walking dead’ comprise nearly one out of five publicly listed corporations in the United States. The...
by Gary Gordon | Sep 15, 2020
An investor can look at return on equity (ROE) to determine how well a company is using its assets to generate profits. Additionally, one can calculate ROE by dividing net income by shareholder equity. Is there a good ROE percentage? Acceptable ROE percentages tend to...
