- Written by Dan Steinhart, Casey Research
- Tuesday, 09 October 2012
US corporations are sitting on more cash than at any point since World War 2.
That's without including banks. I'm only talking about nonfinancial corporations – the ones that sell goods and services and make the economy go.
Those businesses hold $1.4 trillion. In absolute terms, that's the most ever. In relative terms, it's the most since World War II.
(Click on image to enlarge)
As investors, we can infer quite a bit from corporations' inability (or unwillingness) to deploy their cash.Add a comment
- Written by Alex Daley, Chief Technology Investment Strategist
- Thursday, 27 September 2012
- Written by Dr. Kent Moors
- Friday, 21 September 2012
My meetings and media interviews continue here in London. But this morning I want to fill you in on one of the more interesting briefings I have ever held. Add a comment
- Written by Frank Holmes CEO and Chief Investment Officer U.S. Global Investors
- Saturday, 15 September 2012
With another syringe of quantitative easing being injected into the U.S. economy’s bloodstream, Ben Bernanke is giving the markets their liquidity fix. The Federal Reserve’s action reaffirmed my stance I’ve reiterated on several occasions that the governments across developed markets have no fiscal discipline, opting for ultra-easy monetary policies to stimulate growth instead.Add a comment
- Written by Puru Saxena
- Friday, 14 September 2012
On Thursday, the Federal Reserve initiated QE3 and this prompted a big rally in risky assets. As you know, we were expecting Mr. Bernanke to unleash ‘stimulus’ but even we were taken aback by the extent of the easing.Add a comment