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
Dividend Discount Model S&P 500 (potential fair value)
Dividend Discount Model S&P 500
(potential fair valuation / UPDATE)
In Oct. and November 2018 the U.S. 10Year-Treasuries reached a yield of ca. 3.25%. Reminder: Around Christmas Eve in 2018 the S&P 500 reached then its intermediary LOW at around a level of ca. 2,336 points...(I did not...
...
1954, -58, -85, -89 (S&P 500 in 2020?)
years 1954, -58, -85, -89 (S&P 500 in 2020?)
US-Stock Market History
With an open mind and the current FED-Policy one even has to think about the "unthinkable". Let's take a look at similar historical "Advance/Decline Breadth"-Trends on a monthly basis and the year after - the...
year 1989
In ...
Profitabilitäts-Kennzahlen (USA vs. Rest)
Profitabilitäts-Kennzahlen (USA vs. Rest)
Aus dem aktuellen "JP Morgan-2020 Bericht" lassen sich interessante Einsichten gewinnen. Hier eine starke Aussage, unterlegt mit Zahlen. USA-Unternehmen sind einfach extrem profitabel, versus Europa beispielsweise.
Es wird spannend werden, ob der ...
Valuation matters (2019 versus 1999)
Valuation matters
Price/Sales Ratios year 2019 versus 1999
Here below some selected stocks
(check this out ;-)
S&P 500 > 3k (Status-Quo: 16. Dez. 2019)
S&P 500
Support beim psychologischen Level 3k
Hier ein "nice picture vom US-amerikanischen Aktienindex" - geliefert von https://prime-quants.de
Resumé: Einem spannenden Aktienjahr 2020 steht somit - VORERST - Nix im Wege...
1928 - Nov. 2019 (nearly +10% p.a.)
1928 - Nov. 2019 (nearly +10% p.a.)
Interesting insight into the annual returns/decades from the year 1928 onwards:
>> fascinating. Please take a look at the easy period 1978 (my birthyear) until 1999!
Quantitative Momentum (Quarter-ending months)
RECHECKING
"Quantitative Momentum: A Practitioner's Guide to Building a Momentum-Based..."
(Authors: Wesley R. Gray, Jack R. Vogel)
Quarter-ending months generally have the highest returns when comparing low and high momentum portfolios. Once momentum-profits are...
...the largest in ...
Mohnish Pabrai (gr8 insights)
Mohnish Pabrai (gr8 insights)
Interviewer-Question: You humbly call yourself a "cloner" of other fund managers. How can we learn to follow Buffett and Munger's footsteps?
Pabrai: "Warren and Charlie have been very generous as they have shared a lot of their wisdom in the public domain. The ...
Stoxx 600 (Nov. 2019)
Stoxx Europe 600
Der Stoxx Europe 600, einer der wichtigsten Referenzindizes Europas und das Gegenstück zum S&P 500, befindet sich in der Nähe vom neuen Allzeithoch. Nachdem der Index bereits vier...
...Mal -2000, 2007, 2015 und 2017 - am 400-Punkte-Widerstand abgeprallt war, beendete das ...
