Monday, July 29, 2019

Forbes: Krugman Misses The Target On Corporate Taxes

By SIMON CONSTABLE

Economist Paul Krugman just wrote a column excoriating the Trump administration for a supposed multibillion-dollar tax giveaway to foreign corporations.
Unfortunately, Krugman hasn't just gotten hold of the wrong end of the stick, but rather the wrong stick entirely. Read more here.

Sunday, July 28, 2019

Forbes: How A Corporate Debt-diet Is Saving Stocks

By SIMON CONSTABLE

At the beginning of the year, many investors were terrified that corporate America's debt binge would end in tears resulting in crashing stocks. But it didn't happen that way, not even nearly. Read more here.

Friday, July 26, 2019

Forbes: Don't Blame A Slowing Economy For Auto Industry Woes

By SIMON CONSTABLE

The car stocks have had a rotten time lately, but investors shouldn't blame the economy. Some of the industry's problems stem from car loans made to people with less than perfect credit. Read more here.

Barron's: How to Make a Fat Profit From Lean Hog Futures

By SIMON CONSTABLE

Commodity investors should consider pigging out on lean hogs. A record-breaking drop in global pork production will mean a massive shortfall of meat, which could spark a rally in hog prices of at least 20% by year end

“There isn’t enough pork in the word to solve this shortage,” Shawn Hackett, president of Boca Raton, Fla.–based Hackett Financial Advisors, told Barron’s. “Certainly, it can go back and retest these highs we saw earlier the year, and it may not stop there.” Read more here.

Thursday, July 25, 2019

Forbes: Coming Soon To Markets: A U.S.-Europe Bust-up

By SIMON CONSTABLE

There's an eerie but placid tone in current U.S.-Europe relations.

Investors should view it as the calm before the storm that could eventually wreak havoc across global financial markets.

"It seems most likely that tensions between the U.S. and Europe rise in the coming months," writes Marc Chandler, chief currency market strategist at Bannockburn Global Forex. Read more here.
Photo by David Beale on Unsplash

Wednesday, July 24, 2019

Korn Ferry: The EU’s Reliance on Older Workers

By SIMON CONSTABLE

It’s the ideal goal of companies around the world—hire a steady stream of young, talented workers, then develop them into future leaders who in turn help the organization reach new heights.

But while all firms experience challenges in developing leaders, European organizations have an even more fundamental problem: hiring young workers in the first place. Read more here.

Darden: Cooking (and Uncooking) the Books: Corporate Financial Misreporting

By SIMON CONSTABLE

In business, mistakes happen all the time. But how many executives follow the rule “If you make a mess, clean it up”?

A mere one-in-six public companies almost certain to have misstated their earnings actually bothered to fix the problem, according to new research conducted by Justin Hopkins, a member of Darden’s Accounting faculty.

“You can identify firms to a high degree of likelihood whether they committed wrongdoing without their admitting to it,” says Professor Hopkins. Put bluntly, confessions aren’t required to identify the probable perpetrators. Read more here.