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JEAN-MARIE EVEILLARD

VIVE LA FRANCE
JEAN-MARIE EVEILLARD

Jean-Marie Eveillard zählt zu den erfolgreichsten Fondsmanagern, die einen Value­Ansatz verfolgen. Jean-Marie Eveillard kam 1940 in Paris zur Welt. Nach dem Studium arbeitete er ab 1962 zunächst für die Société Générale. Im Jahr 1968 übersiedelte er dann nach ...

Dividenden (Yield on Cost/YOC & Co.)

Dividendenzahlung ist (ein) passives Einkommen!

Wichtiger als die blosse Dividendenrendite ist (wohl) das jährliche Dividendenwachstum. Nach 23 Jahren hätte man im Beispiel anbei eine "persönliche" Dividendenrendite von...

Jährliche Dividendeneinnahmen (2018 bis 2041)

...100% (sofern wir von einem Startkapital von EUR 100.000,-- ...

Venture Capital (magic returns?)

Venture Capital (VC)
and the magic 12%-Return (?)

The talk somehow pivoted from my seed-seeking startup into talking about the macro view of venture capital and how it doesn't actually make sense. "95 % of VCs aren't profitable," a well-known Israeli startup investor said. To...

Venture Capital (VC) and the magic 12%-return (DREAM?)

...be clear: ...

Midterm-elections (Nov. 2018)

Midterm-elections
in Nov. 2018 (& the Stock-Market, Fin. Markets)

The eye-catching stats: in the 12 months following every midterm ballot since 1945, the S&P 500 has posted average returns of 15%. What a Midterm-election may mean for the markets: Even if the Democrats regain the House in...

Post-Midterm Performance (USA, Financial Markets)

...

J. M. Keynes (Börsenzitat)

J. M. Keynes (Börsenzitat)

John Maynard Keynes war neben dem bedeutendsten Ökonomen des 20. Jahrhundert auch Börsianer. Hier eines seiner Zitate:

"Um die Zukunft der Aktie einzuschätzen, müssen wir die Nerven, Hysterien,
ja sogar die Verdauung und Wetterfühligkeit jener Personen beachten,
von ...

The U.S. Small Business Optimism Index (July 2018)

The Small Business Optimism Index

...marked its second highest level in the survey's 45-year history at 107.9, rising to within 0.1 point of the July 1983 record-high of 108. The July 2018 report also set new records in terms of owners reporting job creation plans and those with...

U.S. Small Business Optimism Index (July 2018)

...job ...

Empire State Mfg. Index and US-Ind. Prod.

Both publications from today are looking nice:
US-Empire State Manufacturing Index and US-Industrial Production

Well, that is just the Status-Quo, but those numbers look ok.

cheers and soo long

Oil Demand (in the years 2000 - 2015)

Oil Demand
(in the years 2000 - 2015)

Let's track the world oil demand as another useful way to monitor the global economy. World crude oil usage rose to a record high of 89.5mbd in the year 2012 (Status: Sep. 2012 and 12 months before). While "Old World" demand remained depressed...

Oil Demand  (1987 until Sep. 2012)

...at ...

Andy Warhol

Andy Warhol

Andy Warhol ("Make that change")