Between Buybacks And Dividends, Latter Rewards Shareholders Better

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One of the hallmarks of post-Great Recession recovery has been subdued capital expenditures.  In 2Q16, real non-residential fixed investment was $2.19 trillion (at a seasonally adjusted annual rate) – essentially flat since 3Q14.  Investment peaked at $2.22 trillion in 3Q15. … Continued

Stocks Vulnerable Near Term Particularly If August Payroll Is Strong

Jackson Hole came and went. At the annual confab, Janet Yellen, Fed chair, last Friday seemed to agree with preceding hawkish messages from three prominent FOMC members – Stanley Fischer, vice-chair, William Dudley, New York Fed president, and John Williams, … Continued