What's Behind Share-Holder Unfriendly Activity?

The video discusses the shift in US corporate behavior, highlighting a move away from shareholder-friendly practices like buybacks and dividends due to shrinking profit margins. It examines the impact of these changes on corporate earnings, dividend payout ratios, and investor behavior. The analysis includes charts showing trends in the S&P, profit margins, and buyback activities. The video concludes by considering the potential future of the bull market if companies need to cut back on expenses.

What signs indicate that US corporations are becoming less shareholder friendly?

How have profit margins changed since 2014 according to the text?

What is the relationship between dividend payout ratios and profit margins?

What factors are affecting companies' decisions on buybacks and dividends?

What potential consequences might arise if companies need to cut back on expenses?