Commentary Earlier this year, my Epoch Times article of Feb. 5 attempted to estimate the underlying value of stocks and determine the extent to which stocks were over- or undervalued and by how much. In February, the S&P 500 Index was at 4,500. With the corporate bond rate of 3 percent, my analysis showed the fundamental value of the…
What Are Stocks Worth? A Review After Seven Months
September 16, 2022
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Business & MarketsBusiness ColumnistsinflationInvestmentMarketsOpinionrecessionS&P 500stocksUSViewpoints
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What Are Stocks Worth? A Review After 7 Months
September 16, 2022
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Business & MarketsBusiness ColumnistsinflationInvestmentMarketsOpinionrecessionS&P 500stocksUSViewpoints
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Commentary Earlier this year, my Epoch Times article of Feb. 5 attempted to estimate the underlying value of stocks and determine the extent to which stocks were over- or undervalued and by how much. In February, the S&P 500 Index was at 4,500. With the corporate bond rate of 3 percent, my analysis showed the fundamental value of the…
No One Is Winning, Especially Not Americans
September 15, 2022
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Bureau of Labor StatisticsBusiness & MarketsBusiness Columnistsconsumer price indexgas pricesinflationMarketsOpinionrecessionViewpoints
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Commentary Because everything nowadays is, it seems, little more than a game of partisan football, whatever one side does, the other reflexively denounces it before giving it a second thought. Common sense is cast aside in the almost all-out war of narratives, a fact proven repeatedly during the pandemic. Now as that debacle finally fades…
Beijing May Not Comply With Audit Rules for US-Listed Firms
Commentary Five Chinese companies listed on U.S. stock exchanges said on Aug. 15 that they would voluntarily delist. The companies included Sinopec, China Life Insurance, Aluminium Corporation of China, PetroChina, as well as Sinopec entity Sinopec Shanghai Petrochemical Co. All of these companies were targeted by U.S. regulators for possible delisting as a result of…
Another Stimulus Package From Beijing
Commentary Beijing has launched yet another economic stimulus program. After a rather large stimulus package in May and a June declaration that no more was needed, Beijing in late August launched a 19-point stimulus effort. Whatever Beijing’s judgment in June, China’s economy cried out for more help. The lingering and still-powerful effects of real estate…
Producer Prices Are Red Hot
September 14, 2022
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AnalysisBusiness & MarketsBusiness ColumnistsinflationOpinionPPIproducer price indexproducer pricesU.S. economy
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Commentary The spin machine on inflation news has been working on overdrive. Yesterday’s CPI release revealed terrible news and that was obvious within seconds of the release. It was a shock so perhaps it is understandable that the pressure of deadlines caused major media to downplay how grim it was. First we were told it…
August Inflation Should Scare Democrats
September 14, 2022
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Business & MarketsBusiness Columnistsconsumerseconomic policieseconomyFederal Reservegas pricesinflationInvestmentMarketsrecessionstocks
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Commentary August headline inflation printed at double the market expectation (+0.1 percent predicted vs. -0.1 actual), or 8.3 percent for the 12 months through August, unadjusted. On Sept. 13, the Dow Jones Industrial Average closed down more than 1,270 points, or nearly 4 percent. The benchmark S&P 500 Index fell more than 4 percent and…
Wall Street Should Be Honest About the ‘G’ in ESG Investing
September 13, 2022
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Business & MarketsBusiness ColumnistsCorporate ActivismEnvironmentalESGESG StandardsgovernanceInvestmentMarketsSocialstocks
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Commentary Note: This is the third of a three part series on ESG—environmental, social, and governance—investing. Two previous columns addressed the environmental and social elements of ESG investing. Here, we discusses the last element, corporate governance. In this third discussion of ESG investing, we see how governance—as with “social”—arises not from what it was intended…
A World on Fire
Commentary Every day, news reporters, traders, and workers of all sorts the world over wake to do their work as they always have. Part of that requires that everyone pretend that life is normal, fixable, and more or less stable. All of this is temporary. It will come and go and really not be that…
What Warren Buffett Selling BYD Stock Means for Regular Investors
September 11, 2022
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Business & MarketsBusiness ColumnistsBYDChinaChina Business & EconomyChineseOpinionThinking About ChinaWarren Buffett
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Commentary When Berkshire Hathaway, Warren Buffett’s investment firm, began trimming its stake in Chinese electric car and battery maker BYD, rumors began circulating on what it means for the company, China’s stock market, and ordinary investors following Chinese stocks. But to regular everyday investors who follow Buffett, it means very little. On the surface, the…
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