stock buybacks

Past & Future US Equity Performance

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Everyone knows the bull market is 9 years old; it is the longest bull market ever. However, the length of the bull market is largely irrelevant because it came very close to ending. It’s arbitrary to say a bear market is a 20% decline, but not a 19% decline. Returns…CONTINUE READING

Will International Stocks Outperform U.S. Equities?

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In this article, we’ll question the narrative that you must go overweight US stocks relative to international equities. The sentiment has shifted dramatically as investors have gone from expecting mediocre returns from US stocks along with worrying about the end of the cycle, to now expecting new record highs. To…CONTINUE READING

Buybacks Are Better Than Dividends

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Retail investors are in love with dividends more than they should be with significant fan followings and discussion forums online dedicated to the worship of dividend stocks. Clearly, dividends are seen as important because public companies love to brag about how consistent their dividend payments have been and how much…CONTINUE READING

Are Stock Buybacks Good Or Bad?

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There is an intellectual war ongoing over stock buybacks which continues to brew even as many clear-cut answers seem to exist. It’s difficult for bearish investors to cede any ground because they’ve been sold on the story that buybacks are the root of all manipulation in the stock market. Over…CONTINUE READING

Do Stock Buybacks Deserve The Blame For Everything?

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Introduction: Stock Buybacks Are Not Evil Lately stock buybacks are being maligned to extensive proportions. Critics issue blanket statements blaming  stock buybacks for excessive executive compensation, causing a bubble in equities, and the decline in productivity growth. While these are all appropriate criticisms of buybacks, they miss the mark. If you are…CONTINUE READING

Are Declining Stock Buybacks Signaling Economic Growth?

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There are mischaracterizations of the stock market which can confuse investors and push them in the wrong direction. The problem with social media and people selling investing subscription services is that misinformation can spread quickly and there’s no consequences for being wrong. In fact, sometimes being wrong is more profitable…CONTINUE READING