GE Gets Out At The Top
Back in the early 2000s, General Electric — previously known as the world’s biggest, best managed maker of cool, useful things like jet engines and wind turbines — discovered that it could make even...
View ArticleThe End Is Near, Part 3: Corporations Are The Ultimate Dumb Money
David Stockman just published a chart so compelling that he didn’t feel the need to add any commentary. But there are a few things to be said about the tendency of public companies to repurchase their...
View ArticleWhat Can’t Go On Won’t Go On, Part 1: Corporate Leverage
By now everyone knows the corporate share repurchase story, about how major companies are engineering higher per-share profits and share prices by buying back their stock and raising their dividends....
View ArticleGE Gets Out At The Top
Back in the early 2000s, General Electric — previously known as the world’s biggest, best managed maker of cool, useful things like jet engines and wind turbines — discovered that it could make even...
View ArticleThe End Is Near, Part 3: Corporations Are The Ultimate Dumb Money
David Stockman just published a chart so compelling that he didn’t feel the need to add any commentary. But there are a few things to be said about the tendency of public companies to repurchase their...
View ArticleWhat Can’t Go On Won’t Go On, Part 1: Corporate Leverage
By now everyone knows the corporate share repurchase story, about how major companies are engineering higher per-share profits and share prices by buying back their stock and raising their dividends....
View Article