Analysis Topic: Companies Analysis
The analysis published under this topic are as follows.
Tuesday, August 08, 2017
US Companies Are More Indebted, More Leveraged, Less Profitable, and Yet Better Valued Than Ever / Companies / US Debt
By: John_Mauldin
Once again I start with a warning: A recession is eventually coming and a financial crisis with it. There is a real potential for it to come soon, although serious tax reform could delay it.
But sooner or later, the pressures of too much government debt and too many government promises, plus growth that is continually grinding slower, will break out into a recession.
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Thursday, December 15, 2011
The Corporate Cash Myth, What About Debt? / Companies / US Debt
By: Neeraj_Chaudhary
A central theme that has absolutely permeated the coverage of the Great Recession is that over the past few years US corporations have cautiously hoarded cash and have stubbornly refused to invest in corporate expansion. Some have described this as a nearly irrational timidity on the part of the private sector and has for many justified the currently robust intervention from the public sector in the form of deficit spending, fiscal stimulus and monetary accommodation. The saying goes that if companies won't spend, government must pick up the slack to restart the economy. The story has been repeated so frequently and so often, that its veracity is rarely questioned.