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| Category: US Equities Flow of funds analysis By John Schroy, on March 26th, 2010 |  Leave a comment  The Federal Reserve flow of funds accounts provide a general view of the financial situation of US corporations as of Q4 2009. The question that I would like to address is simply this: To what degree have US corporations been able to improve their financial liquidity since the Crash of 2008? Whereas behavior of US households indicates a shift to more conservative financial positions — with far higher levels of saving than prior to 2008 — corporations do not seem to have taken a similar course. March 26th, 2010 | Print Article |  Email Article |  Topics: Barack Obama, Benjamin Graham, Corporate Governance, executive stock options, flow of funds accounts, liquidity, savings, Stock Buybacks, US taxation, Warren Buffett | Category: US Equities | Leave a comment |  Short urlAs goes January? By John Schroy, on February 26th, 2010 | Leave a comment  Foreign investors and mutual fund shareholders were the primary buyers behind the Bear Market Recovery of 2009. Stock buybacks had disappeared, a significant modification in investor/issuer behavior that had been seen since 1982 and SEC Rule 10b-18. The rally hit a peak in January 2010, reminding many of the saying, “As goes January, so goes the year”. February 26th, 2010 | Print Article | Email Article | Topics: Baby Boomers, Ben Bernanke, Corporate Governance, dividends, Dow Jones, executive stock options, hedge funds, Inflation, insurance company, Leverage, mutual funds, SEC Rule 10b-18, Stock Buybacks, US SEC | Category: US Equities | Leave a comment | Short urlUS equity markets: a new paradigm? By John Schroy, on October 6th, 2009 | Leave a comment  The US stock market rally of 2009 revealed flow of funds patterns not seen for over a generation. The rise in prices does not seem to be based on fundamentals. There are barriers to continued recovery. Does 2009 represent a paradigm shift in the market of US equities? Or is this simply a signal of a fleeting bubble, like the rally of 1932? October 6th, 2009 | Print Article | Email Article | Topics: Common Stock, Macro Economic Theory | Category: US Equities | Leave a comment | Short urlFeatured articles on inside pages
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