Larry Berman
Host, Berman's Call at BNN Bloomberg
Host @BNNBloomberg #BermansCall. Founder https://t.co/ISHcEzUSWu #ETF. Investor education, world politics, neuroplasticity, well-being, Life, Liberty & #TPOH
Articles
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1 week ago |
ctvnews.ca | Larry Berman
If a recession-linked bear market is developing, we can expect a few things to happen. In an average recession, earnings per share (EPS) fall about 11 per cent. Currently, the S&P 500 Index has US$245 in trailing EPS and growth is still expected to be $268 this year. That expectation seems extremely unlikely. Post April 2 (“Liberation Day” tariff announcement), the strategists that have changed EPS targets are basically expecting little or no EPS growth.
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1 week ago |
bnnbloomberg.ca | Larry Berman
If a recession-linked bear market is developing, we can expect a few things to happen. In an average recession, earnings per share (EPS) fall about 11 per cent. Currently, the S&P 500 Index has US$245 in trailing EPS and growth is still expected to be $268 this year. That expectation seems extremely unlikely. Post April 2 (“Liberation Day” tariff announcement), the strategists that have changed EPS targets are basically expecting little or no EPS growth.
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2 weeks ago |
bnnbloomberg.ca | Larry Berman
The Pro-Eyes index has been mostly cautionary as froth was building in late 2024 and early 2025. The valuation component of the index is back in more neutral readings, but caution remains that forward based earnings are wrong if we are going to see a prolonged tariff war develop. Business cycle risks remain elevated, but the trading indicators are extremely oversold. For the traders out there, put your favourite stocks on the front burners and start to buy some weakness.
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1 month ago |
bnnbloomberg.ca | Larry Berman
Several short-term market indicators are flashing a buy signal. Last week, the S&P 500 danced violently around key support levels as volatility and sentiment readings flashed extreme pessimism signals. Historically, this combination can be a catalyst for a tradable market bottom. But other than pricing in some degree of a slowing economy, the U.S. markets remain very expensive relative to history and several headwinds remain.
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1 month ago |
bnnbloomberg.ca | Larry Berman
Late in the day on Friday, it was noted that open interest in SPX 5900, 5910, 5920 calls were very large. In the last hour of trading, the market was vulnerable to month end rebalancing flows, an interview by the U.S. Treasury Secretary Scott Bessent that likely caused a late day squeeze. These market moves are based almost exclusively on risk rebalancing and not on real fundamentals. The tend to get reversed soon thereafter.
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FWIW....LMFAO
Trump, the ‘smart businessman,’ had his clothing line manufactured in India and China to cut costs — then marked it up 600% at Macy’s to maximize profit. ‘Made in America’? ‘Buy American’? Trump never practiced what he preaches… https://t.co/NvkLi5gsB0
This is a must read too. Will try to unpack this on @BNNBloomberg #BermansCall
Pipe Dream 101 - Mar A Lago Accord version The Xverse is awash with nonsense regarding a grand bargain called the Mar A Lago Accord. While I accept that anything is possible with the right set of sticks and carrots I cannot imagine such a deal occuring. Nonetheless I will
Great thread. Trump 2.0 really trying to fix major issues. Still don't like his style, but radical change is needed.
1/16 A thread on The Mar-A-Lago Accord (MALA). tl:dr Take it seriously, not literally The status quo cannot last. If we do nothing, it ends badly. What is the alternative? Most of it has either already happened, or is underway. We weren't aware of the name.
