Click here to watch the Thursday, April 2, 2020 episode of Berman’s Call on BNN Bloomberg TOP PICKS: INDA, FM, GLD One of the market impacts from this crisis is a cut to dividends. From companies looking to save cash From legislation that will limit
All posts by Larry Berman
Please, make sure you do your part in the global pandemic. Not to participate would be selfish. Sacrifice is needed by all to preserve as much life as possible. Take care of yourself and your loved ones. The 2008 post Lehman playbook is still in
First, make sure you do your part in the effort to moderate the global pandemic. Not to participate would be selfish. Sacrifice is needed by all to preserve as much life as possible. Take care of yourself and your loved ones. Although today is almost
It’s not the VIX at 50+. It’s the fact that after-tax corporate profits tracked by the Federal Reserve in the national income data has not gone up in 7 years (including Trump’s ill-timed tax cut) by the way. So what’s going on here? It’s simple,
Super Tuesday March 3 is the big primary kick-off for candidates in the democratic leadership race where about one-third of delegates are decided. With Buttigieg dropping out Sunday night (and Steyer on Saturday), it appears that the motivation was to help Biden on Super Tuesday. DJT
I’ve read several research reports in the past weeks about the COVID-19 impact on supply chains and the human toll. We are all guessing—educated guesses, but guesses nonetheless. We learn a valuable lesson from Nate Silver’s book The Signal and the Noise about prediction of
Activist investing often sees large pools of money taking major stakes in companies and seeks to get representation on boards to effect change in the C-Suite. A new type of activist investing is really gaining momentum in the ETF world and that is the environmental,
For the 8th year running, I’m coming to you from the largest ETF conference in the world in South Florida. It’s a no brainer conference to attend for anyone interested in ETFs and it’s South Florida in the Winter (LOL). This conference brings together the
Make no mistake, the broad markets are in a melt-up phase and there is very little value in most sectors. This is not likely because we are about to embark on a strong period of economic growth or even that trade tensions have cooled. This
Two measures of valuation for US equities are off the charts. Price to Sales and Enterprise Value to EBITDA. And according to consensus estimates, corporate profits likely dropped in Q4, dragging down annual earnings growth to the smallest in three years. A lot of investors