Featured Articles
Irrational Exuberance (Book)
Robert J. Shiller, Co-Winner of the 2013 Nobel Prize in Economics published a New York Times Bestseller:
Irrational Exuberance is about something far more important than the current situation in any given market because the book explains the forces that move all markets up and down. It shows...
Latest Articles
PE-Ratio NASDAQ-100 (July 2018)
Valuation (PE-Ratio)
Nasdaq-100
Despite the Index's solid gains in recent years, this has been often matched by growth in forward earnings - such that the forward PE ratio up until the year 2016 had barely changed. In 2017, however, price gains have exceeded...
...gains in earnings - such ...
Künstliche Intelligenz und Bilderkennung
Künstliche Intelligenz und Bilderkennung
Die Irrtumswahrscheinlichkeit bei der ("automatischen") Bilderkennung sinkt dramatisch in den letzten Jahren (siehe fallende Fehlerkurve -in Prozent- im Chart anbei:
Some words on Machine learning (Figure above; Original text in English)
Machine ...
Wiener Zinshausmarkt versus Aktien (?)
It is always a trade-off between LIQUIDITY and RETURN
(Wiener Zinshausmarkt versus USD-Aktien-Portfolio)
ODER: Dividendeneinahmen versus potenzieller Mieteinnahmen, bzw. Preissteigerungspotenzial Unternehmenswert versus Immobilienwert. Vorab die Info, dass Wiener Hausherren bei aktuellem...
...
100 shots (gotta take some...)
Playing it safe
Remember this: "Of the 26,000 stocks, a mere 1,000 have accounted for all of the profits in stocks since the year 1926. And just 86 stocks - one-third of 1% - were responsible for half of those gains...
So you may only need to take 86 instead of 100 shots ;-)
"the story ...
Returns and Standard Deviation (1956 - 2015)
"Return-figures and Standard Deviation"
Let's illustrate how increasing diversification can help optimise returns within a given risk profile, let's revisit the scenario below based on Data from 1956 to 2015:
Looking at a rebalanced 50/50 Treasury Bill and UK Equity portfolio, one can find ...
SKS-Formation (Charttechnik)
Die "SKS-Formation"
Es gibt ein unbestreitbares Phänomen. Und das lautet: Kurse bewegen sich in Trends. Und diese Trends besitzen die Tendenz, sich solange fortzusetzen, bis sich die Angebot-Nachfrage-Konstellation ändert. Und noch mehr: Die Änderung der...
...
Asset classes / History
Asset classes-Returns / History
Hint: Please click onto the table in order to get a bigger and more interactive experience :-)
Source: novelinvestor.com
Biotech (9th July 2018)
Biotech (9th July 2018)
When investors think of biotech stocks, visions of Amgen (AMGN) and Gilead (GILD) tend to dance in their heads. These companies aren't just among the biggest in the business - they're also a couple of the most successful in terms of revenue and...
...profits. ...
David "Unicorn" and some downturn...
David Einhorn's Greenlight Capital shrinks by half
>>> Investors flee
For years David Einhorn's Greenlight Capital (NASDAQ:GLRE) thrived on buying beaten-down stocks of companies on the brink of turnarounds and selling those of overvalued companies. Now his investment approach looks less...
...
