Tag Archives: corporate

Why I sold half of everything!

Posted on August 11, 2021 by Mal Spooner

I realize that I haven’t published in a very long time (although I’ve done a few articles in the recent past on seekingalpha.com). There hasn’t really been much to talk about. Global government stimulus has heretofore put a floor on … Continue reading →

Posted in markets, stocks | Tagged corporate, earnings, economic, financial, global, great recession stocks markets stock markets contrarian buy signal sell economy financial Spooner maverick maverickinvestors, growth, inflation, interest, investing, investment | Leave a comment

Credit Shock due to COVID-19 Unprecedented

Posted on April 23, 2020 by Mal Spooner

This quote is the latest from Moody’s: The credit shock created by the coronavirus pandemic is completely unprecedented, given the number of geographies and industries affected, and the lack of clarity as to when the economic implications of the pandemic … Continue reading →

Posted in bonds, Random Thoughts | Tagged bond market, corporate, credit, energy, housing market, interest rates, loans, maverickinvestors, moody's, ratings, real estate | Leave a comment

Corporate Bonds not out of the woods yet!

Posted on April 22, 2020 by Mal Spooner

We’ve watched a bit of a bear market rally in stocks, but also saw the same short term narrowing of corporate bond spreads (the difference between the yield offered by corporate bonds versus the virtually risk-free government bonds or treasuries). … Continue reading →

Posted in bonds, Random Thoughts | Tagged bearish, bond market, bondholders, bonds, corporate, debt, earnings, economic data, economy, maverickinvestors, recession, recovery, spreads, stock market, treasuries | Leave a comment

The bonds that can lose your money!

Posted on March 17, 2020 by Mal Spooner

I mentioned in an earlier article, published Feb. 24th, that even bonds and bond ETF’s are at risk in the current environment; primarily due to a phenomenon know as a widening of credit spreads. This is happening in a big … Continue reading →

Posted in bonds, Random Thoughts | Tagged bond market, bondholders, bonds, corporate, ETF's, losses, maverickinvestors, portfolios, spooner, spreads, treasuries | Leave a comment

It’s Another Credit Crisis!

Posted on March 11, 2020 by Mal Spooner

The recession (we’re undoubtedly in already) is not the worst of our woes. It’s unlikely the FED would have taken such drastic measures because of the coronavirus or even the prospect of recession. I’ve mentioned in previous articles that corporate … Continue reading →

Posted in markets, Random Thoughts | Tagged #oil prices #alberta #energy #stocks #commodies #maverickinvestors, banks, bonds, corporate, debt, economic, economy, financial crisis, maverickinvestors, recession, spooner | Leave a comment

Are markets in denial? Recent history in one chart!

Posted on March 12, 2014 by Mal Spooner

Are we and the stock market in denial? Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the market headed to new highs. I still adhere to my … Continue reading →

Posted in Random Thoughts | Tagged assets, bernanke, bonds, bullish, china, consumers, corporate, crisis, curve, curves, debt, deflation, earnings, economies, economy, equities, europe, European, expectations, fed, federal, inflation, interest, investor, liquidity, long, mal, malvin, margin, market, markets, maturity, maverick, maverickinvestors.com, profitability, QE, quantitative, rates, reserve, risky, s&p, short, sloping, spooner, stock, tapering, treasuries, treasury, yellen, yield | 1 Comment

The Day After – Catalyst for resumption of Bull Market will be a surprise!

Posted on February 3, 2014 by Mal Spooner

I provided a rather winded explanation in my previous discussion about why the current correction was inevitable. Since then, the S&P 500 has declined roughly 3%. It is likely to get worse before it gets better? My own estimation was … Continue reading →

Posted in Random Thoughts | Tagged 500, china, commodity, consumption, corporate, correction, countries, crude, debt, demand, earnings, economies, economy, energy, estimates, factory, finance, global, growth, India, inflation, investment, investors, Iran, Iraq, january effect, malvin, malvinspooner, markets, maverick, maverickinvestors.comfuel, oil, oil-producing, OPEC, production, productivity, profitability, profits, s&p, S&P500, spooner, stocks, supply, Syria, tapering, wti | Leave a comment

China will be the next big surprise!

Posted on June 10, 2013 by Mal Spooner

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading →

Posted in Random Thoughts | Tagged 500, america, bonds, boom, china, commodities, composite, corporate, crisis, dividends, economies, economy, energy, europe, exports, fertilizer, financial, funds, GDP, global, hedge, industrial, inflation, institutional, investing, investors, Japan, mal, malvin, markets, maverick, maverickinvestors.com, mining, monetary, north, production, profitability, resources, retail, s&p, sales, shanghai, spooner, steel, stimulus, stock, strategists, surprises, U.S.$, US$ | 6 Comments

BONDS – Where we go from here!

Posted on June 3, 2013 by Mal Spooner

But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading →