BERK's BLOG - ValueAligned Partners

Truck tonnage evidence of a Trump Bump

Date25 May 2018

For years I’ve had a number of posts linking Truck Tonnage to equity prices, and they’ve all been impressive—in the sense that the physical volume...

Dr. Ed’s Blog: High Noise-to-Signal Ratio In Stock Market

Date11 May 2018

THANKS TO TAX CUTS High Noise-to-Signal Ratio In Stock MarketThe 10-year US Treasury bond yield edged up above 3.00% yesterday. This widely feared level didn’t...

LAFFER CURVE STRIKES AGAIN: TAX RECEIPTS UP AS RATES GO DOWN

Date11 May 2018

PERSONAL TAX RECEIPTS 12% HIGHER IN APRIL Today’s April Treasury report showed that April tax receipts not only set an all-time record, but were fully...

THE AMAZING DISAPPEARING OVERVALUATION OF EQUITIES

Date03 May 2018

THE AMAZING DISAPPEARING OVERVALUATION OF EQUITIESMay 2018The long overdue, badly needed correction in the equity market these last couple of months has had any number...

U.S. WORKERS STILL LAG IN RETIREMENT SAVINGS

Date26 Apr 2018

The executives noted that retirements are getting longer. Three-quarters of people who turn 65 will be alive at the age of 90 and nearly half...

BIGGEST DROP IN SMALL BUSINESS WORRY ON TAXES

Date10 Apr 2018

In the case of Taxes, the percentage of businesses citing that issue as their biggest problem has plummetted ever since the Tax Reform bill was signed into...

FANGs: Growth Investments Expensed on the Income Statement

Date21 Mar 2018

The media is obsessed with supposedly bubble-like valuations of the FANG stocks—Facebook, Amazon, Netflix and Google (Alphabet). The FANG companies account for over 7% of...

BUSINESS PEOPLE MUCH LESS CONCERNED ABOUT REGS AND TAXES

Date13 Mar 2018

The percentage of small businesses citing Taxes or Regulation as their number one problem is at an 8-year low. https://t.co/PofU9phAzD pic.twitter.com/CdRJ5qHPxN — Bespoke (@bespokeinvest) March...

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