Wednesday, May 20, 2020

MONEY 189 - STOCK ANALYSIS


THIS IS MY 189TH BLOG ON UNDERSTANDING MONEY TOOLS
June, 2020

In this chapter/blog let’s look at stock investing.  Stock markets are supposed to be in direct relationship to economies; earnings, income, balance sheets, etc; unless something false is happening.  This is in-line with my old saying that “everything is cause and effect”.

We must first look at the evil done by “Coronavirus/Covid 19”.  The reality was, and is, that not just the USA, but the world, was living on borrowed time with insurmountable debt.  The only other country in the G-8 with a worse debt to Gross Domestic Product ratio is Japan.  Covid 19, although we all know very well the detrimental affect, is giving the world an “out” for their financial ineptness, especially over the past 20 years when we last had a balanced budget in the US.  All Covid 19 did was “throw gasoline onto a fire that already existed”.

There are undeniable parallels between today’s economies and the Great Depression.  In the late 1920’s the US was living the “high life”.  People were living beyond their means and celebrating.  Stock markets were up, and in 1929 unemployment was 3.2%, the same as a few months ago.  By 1933, US unemployment was 25% similar to what I believe we will report second quarter in July.

In my past blogs I have taught the readers the basics of analyzing income statements, balance sheets, the “ins and outs” of the markets, various ratios for analysis, how Wall Street thinks and so much more.  We have altered the ability to analyze a stock or market to make money.  A good example is Berkshire Hathaway, Warren Buffett’s company.  He is now feeling the affect from using historical fundamentals of buying into companies and industries that have long time been solid.  Recently, an article called his stock picks and holdings “duds”.

Permit me to explain why this is happening. About 20 years ago computers and programmers started coming on strong with Wall Street and hedge funds.  Today, 70% of all stock trading volume is created with “Algorithmic” trading.  This is “high-frequency” trading meaning very large volumes of trades in a very short time period based mainly upon momentum.  Hedge funds are noted for this, and it will cause the daily gyrations that we see in the markets.  There is such big money to be made that it justifies paying “short-term” income taxes.

Am I saying that in today’s market to make money “throw out the analytics”?  Yes, I suppose so.  In my last blog I wrote that a person can either “invest in the market or play the market”.  The people making money are “playing” the market in very sophisticated ways and with big bucks.  Not too dissimilar to Las Vegas. With Algorithmic trades the hold may last a few seconds or less.  They may be shorting a stock or buying long.

There are various terms used in all of this.  Here are some for your understanding:

-       Algorithms - A process or set of rules to be followed in calculations and problem solving normally using a computer.
-       Matrix - Something develops, hopefully profit.
-       Metrics - A method of measuring something used in Algorithms.
-       Paradigms  - A model used in replication.

The stock markets are moving upward, however be cautious.  This is not a “real” market.  The government is buying trillions of dollars in stocks.  The US Treasury and the Federal Reserve are purchasing bonds of corporations that “stupidly” issued debt/bonds to buy their own stock.  Some of these industries are being destroyed e.g. oil/gas, airline and cruise-line industries.  As an example, American Airlines used 96% of their available cash over several years to buy their stock.  Now, they are broke.  Our government is saving many of these issued bonds by making payments on the interest so once A rated bonds do not become “junk” rated (B- or below).

The US government is making payments to people to make up for the Covid 19 experience.  The first was our $1200 Coronavirus checks to all.  Secondly, came the US government supporting unemployed workers with a $600 weekly payment, and states added to this.  What I am witnessing is that  workers do not want to come back to work as they are making $700 or more per week not working.  Before this, a worker had to work 2 or 3 jobs to make $400-$600 per week.  We need to obliterate the financial inequalities in this country, help build back a wide-band of middle class, all making a good wage so they can make purchases and build America back.  One way of doing this is to follow the Works Programs of the 1930s.  Yes, we are printing more money, yes this is artificial, however take a look at the infrastructure of this country including roads, bridges, water/sewer lines and systems, mass transit, etc.  They are terrible and neglected.  This major repair is needed.  I have traveled Europe and Asia several times.  You don’t see this in Japan, Switzerland, Singapore and other countries.

What do I see in the not too distant future? 
-       High unemployment continuing.
-       Government subsidizing people and largest companies.
-       Government continuing to print more money.
-       Deflation versus inflation because middle class does not have money and if the dollar remains strong.
-       Small businesses not re-opening and bankrupt.
-       People not desiring as many luxury items nor spending like they were accustomed prior to March of this year.
-       Stock market sinking once a true market returns as the government cannot cover all expenses and maintain this false Ponzi Scheme.
-       Real estate foreclosures hitting highs, especially commercial retail and office. 
-       Employees of companies having the ability to work at home or anywhere.
-       Banks, once again, in financial trouble as loans become delinquent.

Here is a bit of financial advice.  Try to avoid collateralized loans, like “home equity” credit loans.  These loans in the 2008-2010 were called immediately “due and payable” even though the term of loan had not matured.  Banks are not your friends!  In 2008-2010, banks foreclosed on real estate, many homes, and then sold these properties to wealthy people for 20 cents on the dollar or less.  The wealthy are now sitting with cash on hand to duplicate this situation.  It is better to use a credit card with no encumbrance on your assets, even though interest rates are high; better than losing your home.  You can always walk away from a bank credit card, although your credit score will go down.  Protect yourself and your assets!

Again, the parallels exist to the 1930s’ economy and Franklin D. Roosevelt creating work programs to keep the country afloat until the 1937 Congress put an end to the spending, and we were sinking back into a depression. This situation ended with December 7, 1941.  I hope you remember that meaningful date.

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