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Zweite Zinssenkung am 18. Sep. 2019 (?)

Zweite (Fed-Leit)Zinssenkung am 18. Sep. 2019 (?)
Implikationen für den US-Aktienmarkt

Aktuelle Meinung vom US-Finanzdienstleister Ned Davis Research, auf Basis ihrer ermittelten Daten: Laut dem dortigen US-Strategen Ed Clissold wäre es jedenfalls aus Bullensicht eine gute Sache, wenn...

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YOC (u better understand this NOW - or never)

Advantages of Using Yield on Cost

Upfront info: In the long run (> 10 years) there are many forces driving a Portfolio-Performance.
Here just one of the most logic ones: The yield on cost can be useful in assessing how productive an existing investment has been at providing income...

S&P 500 Dividends (year 1871 - June 2019)

...in ...

Kindergartenbörse 1982 bis 1999 (vs. post-2k)

Kindergartenbörse 1982 bis 1999 (vs. post-2k)

Ziel einer jeden aktiven Aktienstrategie sollte es sein, im Vergleich zu konventionellen Aktienindizes ein deutlich höheres
Rendite-Risiko-Verhältnis anzustreben; Denn: Der Preis für die Rendite ist das Risiko

Jahresrenditen 1982 bis Dez. 1999 (US-Stock Market)

Jeder Rendite steht ein Risiko ...

Bond yield versus Dividend yield

Bonds versus Stocks
(Bond yield versus Dividend yield)

The yield on the 30-year Treasury bond which this week just fell below the S&P 500's dividend yield SPX, was reversing a relationship that - with only a couple of minor exceptions in recent years - has held since the year 1958.

S&P 500 dividend yield and US Treasury yields since 1950 (Status: Aug. 2019)

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Recession Indicator (10 years, 2 years)

21st August 2019:
The bond market signaled a recession - again(!).

For the second time in a week, the closely watched 2-year Treasury note rate rose above its longer-term counterpart in the 10-year Treasury note, representing an inversion of the...

10year/2year Yield-Curve Inversion History

...bond-market yield curve. Yields inverted ...

Blood on the streets -economy-wise- (Germany, Europe)?

Sentiment (ZEW-Indicator)

The ZEW Indicator of Economic Sentiment for Germany once again decreased sharply in August 2019. Expectations are now at minus 44.1 points. This corresponds to a drop of 19.6 points compared to the previous month. The indicator's...

ZEW Economic Sentiment in Germany (13th Aug. 2019)

...long-term average is 21.6 ...

Dekaden (Fokus: 1950 - 2019)

Wirtschaftswachstum & KGV im S&P 500

Der Anfang des Wirtschaftswachstums als Dauerzustand moderner Wirtschaften steht in engem Zusammenhang mit dem Beginn der industriellen Revolution anfangs des 19. Jahrhunderts. Zuvor lebten die Menschen hauptsächlich...

BIP Wachstumsrate 1000 bis 2010

...in Agrarwirtschaften, in denen ...

Buyback yield + Dividend yield (S&P 500, Aug. 2019)

Buyback yield + Dividend yield

Recheck the total amount that companies are returning to shareholders - a total that includes both dividends and share repurchases (or buybacks). Up until several decades ago, dividends were the predominant way in which companies returned cash to...

S&P 500 Yield from Buyback and Dividends

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Long-Term-Investing (20 years+)

(Real)
Long-Term-Investing
(20 years+)

Long Term is longer than you might think! Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more. Investment managers also...

Investment Time Horizon and Age (incl. Life Expectancy)

...require long time horizons to ...