Showing posts with label buy-backs. Show all posts
Showing posts with label buy-backs. Show all posts
November 08, 2018

If not in US dollar notes under Warren Buffet’s mattress, what is Berkshire Hathaway’s “$104bn cash pile invested in?

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Sir, you conclude that “Regulators and governments would do well to study whether the huge increase in repurchases has damaged business gro...
November 01, 2017

Just wait until the music stops playing the low interest rate tango building up corporate balance sheet leverage

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Sir, John Plender, when discussing IMF’s latest Global Financial Stability Report writes: “Low yields, compressed spreads, abundant financi...
May 23, 2017

Current bank swimwear does not stop some to be caught swimming naked when the tide goes out, just the contrary.

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Sir, Mohamed El-Erian ends his discussion of “the challenge facing those looking to generate high risk-adjusted returns.”, citing Warren Bu...
May 22, 2017

Just as there is room for higher taxes, there is also room for much lower margins for the redistribution profiteers

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Sir, Rana Foroohar writes: “It is likely that companies would put any extra money from a lower rate on repatriation of foreign cash into sh...
May 07, 2017

Low interest rates cause buy-backs, meaning less equity controlling assets and higher leverages. How will it play out?

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Sir, you write: “the relationship between rates and the valuations of assets such as stocks is not simple. Ironically, if there is a bubble...
July 09, 2014

Old banking: “What do you intend to do with the money?” New banking: “How do I minimize the capital the bank needs to hold?

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Sir, Camilla Hall quotes a bank officer in that “loan growth [in the US] doesn't seem to be driven by the underpinning of an economic r...