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...
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Dow Jones versus US-GDP (Status: 2019)
Dow Jones versus US-GDP (Status: 2019)
Schauen wir uns die faszinierende "Ähnlichkeit" zwischen dem Dow Jones Index (altehrwürdiger preisgewichteter US-Aktienindex) und dem US-Bruttoinlandsprodukt (US-BIP / US-GDP in english) im Zeitfenster 2010 bis 2019 näher an:
Mir ist das Ganze vor ...
Momentum is on (Jan. 2020)
Momentum is on (Jan. 2020)
The S&P 500 is still on "some" fire. Since Mid-December 2019 the three indicators "Market Momentum, Stock Price Strength & Stock Price Breadth" are on fire (see CNN Fear&Greed-Index, all 3 indicators on fire "Extreme Greed")!
If the S&P 500 can hold the ...
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 ...
