Category Archives: General Market Comments

Insights on the forces that shape our capital markets and the future of our country.

“It’s a perfect metric that ignores all the costs of acquisitions”

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On Thursday (01/12/17), Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the metrics investors should be looking for during earnings season and which metrics are deceiving.

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2016 In Review, Looking Ahead to Next Year

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As 2016 comes to an end, we’d like to highlight some of New Constructs’ many accomplishments for this year. We’ve helped our partners and clients avoid stock blow-ups, find long ideas that soar and leverage Model Portfolios that outperform across the board.

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Weighted Average Cost of Capital (WACC) Update

We recently discovered an opportunity to improve upon our cost of capital (WACC) calculations for the 5,000+ models we manage for clients.

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The Fed Is Chasing Trump’s Tail

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As we’ve argued in the past, the Fed is irrelevant. The market has already driven interest rates up in response to Trump’s election and a more positive economic outlook.

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Interactive Brokers Integrates with New Constructs

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New Constructs is proud to announce our new relationship with Interactive Brokers, an automated global electronic broker that specializes in catering to financial professionals.

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The Low Rate Era: Why The Fed’s Decision Is No Surprise

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The Fed needs to acknowledge that it’s no longer in the driver’s seat and stop with the vague hints about “normalizing” monetary policy. Low interest rates are the new normal, and there’s nothing the Fed can do about that fact.

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“Stocks to Buy Regardless of Election” – Barron’s

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On Saturday (6/29/16), Barron’s featured our research for the eighth time in 2016 and 24th time since 2014.

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“Trying To Put the Non-GAAP Genie Back in the Bottle”

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On Thursday, Michael Rapoport of The Wall Street Journal interviewed CEO David Trainer regarding the proliferation of non-GAAP earnings and the SEC’s increased efforts to investigate misuse of non-GAAP metrics.

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“This is the earnings metric stock-market investors should focus on”

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On Wednesday ( 10/12/16) our op-ed article was published at Marketwatch. The article explains why investors need to look past common metrics such as EPS or non-GAAP earnings

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How Clinton And Trump’s Fiscal Policy Will Impact The Economy

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Much has been made of the candidates’ sharp differences, but there’s one area where they have put forward remarkably similar plans. Both candidates agree: repatriate offshore cash, invest in infrastructure

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Ignore Clinton And Trump: The Fed Is A Sideshow

Endlessly debating the actions of the Fed, either by political candidates or financial talking heads, has become a sideshow that distracts from the real workings of the economy and the stock market.

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“New Constructs Snags Distribution Deals With Big Names”

On Tuesday (9/27/16), Geert De Lombaerde of Nashville Post featured our recent partnerships with firms such as Scottrade and Thomson Reuters.

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The Fed Is Irrelevant: Low Interest Rates Are the New Normal

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It’s time to consider a new paradigm for interest rates – a paradigm where treasury rates remain ultra low and riskier investments are priced by a decentralized market instead of a central bank.

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“Scottrade Offers Investors New Constructs Research” – Barron’s

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On Saturday, Barron’s featured New Constructs’ recent partnership with Scottrade.

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What’s The Problem With Non-GAAP Earnings?

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Non-GAAP earnings are back in the crosshairs. 15 years after the Enron scandal first prompted the SEC to create rules for non-GAAP metrics, the proliferation of these pro forma results have led to renewed scrutiny.

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How The Internet Economy Killed Inflation

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The internet economy may be in the early stages of transforming our daily lives, but it’s already wreaking havoc on economic policy. As mentioned at the top of this piece, the Fed cannot manage to hit its 2% inflation target no matter how hard it tries, so maybe it should stop trying.

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Thomson Reuters Bolsters Wealth Management Offerings with New Constructs

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New Constructs is proud to announce our new relationship with Thomson Reuters, the world’s leading source of news and information for professional markets.

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Integrity Research Features Success of Our Scottrade Partnership

Integrity Research, advisor to the world’s largest investment managers, featured Scottrade clients’ rapid adoption of New Constructs’ research. Here are key highlights of the Integrity report

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Partnership with Scottrade Enjoys Huge Launch Success

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As of about 5:30CT on August 31st, all Scottrade clients gained free access to New Constructs Gold membership. We think that Scottrade has never seen adoption rates as fast as what they are seeing with New Constructs and their clients.

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Gold Members Get A Scoop on CNBC

On September 12, 2016 David Trainer, CEO, appeared on CNBC’s Closing Bell to highlight 2-3 stocks from the Most Dangerous Stocks list for September.

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