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Percentage Points

THE CADINHA & CO BLOG

12 Mar 2020 | Cadinha Cuts Through | Harlan Cadinha

It’s All About Debt

The market collapse is (of course) centered on the Coronavirus and its effect on the economy. For investors, this economic concern translates to lower corporate earnings projection. Above and beyond the earnings picture is a collapse of the debt balloon. With global borrowings in excess of $250 trillion, ...

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@CadinhaNews

Conciliatory?

The market's rally today emanated from a view that the Chinese support of its own yuan was a sign of a softening and more conciliatory attitude toward the trade war with the U.S....That's Baloney! This was simply a defensive move to protect ...

How High Is Too High?

By almost any tested valuation method the stock market's current level seems rich.  We are, however, in a first of a kind central bank accommodation period, with zero interest rates and even negative interest rates prevailing in some countries. How does one ...

25 Jul 2016 | Cadinha Big Picture

TRUMP IS MISSING THE ESSENCE As we have said for years, the only way back to solvency, credibility, and respect for the USA is to ...

12 May 2016 | Cadinha Cuts Through

Preparing for the “What if…” in ... Investors are now trying to build Trump portfolios as well as Hillary portfolios in order to be sure that they set sail after the election ...

27 Nov 2015 | Cadinha Cuts Through

When in doubt… The current positions of the dollar and the stock market seem to be extremely critical. There are many voices of doom declaring a recession or ...

25 Jun 2015 | Cadinha Big Picture

Scalia’s Warning Today's Supreme court ruling begs closer scrutiny than the actual ruling itself. In the dissenting opinion, Justice Scalia seems to be giving Americans a dire ...

11 Mar 2015 | Cadinha Counters

Corporate Tax Reform? I have been carrying high hopes for tax legislation which would lower the corporate tax rate to 28% or even 25% from the current 35%.  ...

14 Jan 2015 | Cadinha Counters

More on Defense Stocks With regard to my earlier post about defense stocks, there is another clear cut advantage to defense manufacturers: Their products should retain virtually infinite pricing ...

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