Category: Uncategorized

When Does Consumer Confidence Outstrip the Market’s Ability to Deliver Return?

Does consumer confidence pull the stock market to higher levels or does the market make consumers more confident?
Probably a bit of both, but at what point do consumers/investors become over-exuberant.

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Investment Strategy Today – Americas

The Total Market, LargeCap, DOW and SmallCap have moved into OverValued levels. Expectations are clearly higher than the companies’ ability to deliver at current levels. Revenues, earnings and dividends will need to accelerate before investor’s begin to realize expectations are higher than current reality. This does not mean an economic slowdown is coming nor that there is a large market correction on the horizon. It does mean expectations need to be realigned to match current financial conditions. Market returns may begin to slow or adjust to current financial conditions.

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Investment Strategy Today

Investment Strategy Network Daily View Highlighting Economic activity, Fair Value Changes and Stock Consideration Changes.

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Service Change: DepoMed Changes Name to Assertio

Assertio Therapeutics, Inc. (NASDAQ: ASRT), announced that its corporate name changes from “Depomed, Inc.” to “Assertio Therapeutics, Inc.”

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Stock Consideration Change Report

Buy/Buy Watch increases to 14% while Sell/Sell Watch drops to 30% providing slight relief to elevated expectations.