corporate profits Archives -

Tag: corporate profits

ESG Is A Superfluous Virtue Signal

Posted on August 22, 2021 by Seth Levine - Updated August 20, 2021

Image by RoboAdvisor from Pixabay Environmental, social, and governance (ESG) investing is all the rage these days. Naturally, funds are launching to meet the growing investor demand. However, new company formation cannot keep pace with inflows. Yet, the investible universe is expanding nonetheless. Something funny‘s happening. Nearly every type of company is becoming ESG-compliant without..

market commentary, politics

corporate profits, Environmental, ESG, ESG investing, governance, social

Recovering Perma-Bear At A Crossroad

Posted on June 23, 2019 by Seth Levine - 5 Comments - Updated June 22, 2019

Image by a_roesler from Pixabay … cropped Hello, my name is Seth and I’m a recovering perma-bear. (Hi Seth.) It’s true that I used to think that doom was inevitably just another quarter or two away. I was hyper-aware of the business cycle and the encroachment of government into the free markets. Thus, I concluded..

framework, market commentary

auto sales, bear, corporate profits, economy, investment framework, PMI, recession, S&P 500, unemployment, yield curve