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Blogger Profile


UPFINA

Blog Info

Name:
UPFINA
Category:
Investing
Tags:
Economics, Investing, Finance, Markets
Start Year:
2017

Blogger Bio

Location:
New York, New York, United States
Age:
Unspecified
Race:
Unspecified
Gender:
Unspecified
Life stage:
Unspecified
Profession:
Investing
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Latest Blog Posts

Most of the workforce won't shift to remote work. Q2 earnings will be terrible, but many firms will bring back guidance which could be a huge positive. The post Changes In Guidance & Sector Weighting appeared first on UPFINA. ...
Posted: May 27 2020 @ 11:10 AM
This has been the 3rd largest bear market rally partially because of the extreme fiscal and monetary stimulus programs, but also because of... The post Are People Investing In Stocks With Stimulus Checks? appeared first on UPFINA. ...
Posted: May 26 2020 @ 11:09 AM
We’ve seen a spike in valuations like the rally in 2009, but the key difference here is multiples are much higher because of growth stocks. The post Have S&P 500 EPS Estimates Bottomed Already? appeared first on UPFINA. ...
Posted: May 25 2020 @ 11:33 AM
Jobless claims are simply too high. They have been falling for 7 weeks, but they didn’t fall enough this past week. The unemployment rate is well over 20%. The post Jobless Claims Still High appeared first on UPFINA. ...
Posted: May 22 2020 @ 5:15 PM
The Fed Minutes are much closer to reality than the stock market. Stocks have done so well that people think stocks would be lower if COVID-19 didn’t occur. The post Would Stocks Be Lower WITHOUT COVID-19? appeared first on UPFINA. ...
Posted: May 21 2020 @ 2:58 PM
The NY Fed weekly economic index is still falling. The savings rate is projected to spike despite the increased speculation in stocks. The post No Bottom In Sales Growth appeared first on UPFINA. ...
Posted: May 20 2020 @ 4:28 PM
A balanced view on everything from reopening, growth vs value, stock market outperformance and the new normal. Or is it a new normal? The post How Will The World Look After COVID-19? appeared first on UPFINA. ...
Posted: May 19 2020 @ 1:31 PM
Consumers expect higher inflation in next year and 5 years as stocks with the best balance sheets have outperformed highly indebted low credit rating firms. The post Spending, Confidence & Inflation Expectations Are Recovering appeared first on UPFINA. ...
Posted: May 16 2020 @ 11:26 AM
Initial jobless claims have been steadily falling for 6 weeks. At this rate, the unemployment rate might end up very close to its peak in the May report. The post Stock Market Ignores Small Business Pain appeared first on UPFINA. ...
Posted: May 15 2020 @ 5:19 PM
Many people working part time for economic reasons in April were working full time in March. The good news is the latest economic data is improving. The post Cross Section Of Labor Market Devastation In April appeared first on UPFINA. ...
Posted: May 14 2020 @ 2:53 PM

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