Hard economic data continue to show mixed results in the US despite increased optimism following Trump’s election
The future of the cable industry is remarkably dynamic at this moment in time. The regulatory environment is changing, the industry structure is changing, consumer preferences are changing, and the cable industry is fighting to find its place in this continuously changing industry.
Gross- “As it is, in 2015, I merely have a sense of an ending, a secular bull market ending with a whimper, not a bang. But if so, like death, only the timing is in doubt. Because of this sense, however, I have unrest, increasingly a great unrest. You should as well.”
SBAC reports strong 1Q results despite FX headwinds and a temporary slowdown in activity from AT&T
Despite the unwavering confidence of the Federal Reserve, not even the Fed can stop the natural ebb and flow of business cycles.
S&P 500 valuation currently at 17.0x next twelve months consensus EPS
Ben Bernanke’s blog post to silence Fed critics and why I disagree with almost everything he wrote.
Given the strong growth in consumer wireless data consumption, the wireless carriers continue to invest in their networks by placing new cell sites on SBAC’s towers in order to keep up with consumer demand.
The Fed’s zero rate policy aims to increase economy activity by encouraging lending to consumers, but instead of achieving this goal, the Fed has unintentionally created a financial market that is wholly conditioned to easy money. Click above to read more.
Given the disproportionate level of downside vs. upside risk in the market, the prudent portfolio management strategy at the moment is to run conservatively, swing the bat at attractive opportunities now, and position yourself to take advantage of a better risk/reward in the future. Click above to read more.