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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US-Industrial Production (Aug. 2018)
US-Industrial Production (Aug. 2018)
Release Date: 14th September 2018; Industrial production rose 0.4 % in August for its third consecutive monthly increase. Manufacturing output moved up 0.2 % on the strength of a 4.0 % rise for motor vehicles and...
...parts; motor vehicle assemblies ...
Nikkei (Langfristchart)
Nikkei (Langfristchart)
Seit 2014 ist der japanische Index wieder relativ bullish unterwegs. Es galt im Jahr 2013: "Totgesagte leben länger". Das trifft unbedingt auf den Nikkei 225 zu. Nachdem Anleger wegen der zähen Deflation in Japan mit einer schrumpfenden Wirtschaftsleistung und...
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All we need is just a little patience...
All we need is just a little patience!
"TIME ARBITRAGE"
Time Arbitrage: The ability to invest on a longer time horizon than most other people is one of the most important advantages.
♦ Institutional investors are increasingly seeking low-volatility returns, and have resorted to investing in ...
Sunday :-)
Sunday :-)
Cheers Ralph
The new FANGS are in town? (HDP & Co.)
The new FANGS are in town?
Well, I don't know. But maybe those guys are not new in town...
At least NetApp is an old Player, which was a very hot company in the years 1999 and 2000!
I will watch these guys very closely within the upcoming 18 months.
cheers Ralph
David Einhorn is losing (Status: Sep. 2018)
David Einhorn is losing
("Greenlight Capital")
The global financial crisis that unfolded in 2008 was terrible for the hedge fund industry-on average, it lost a record 19%. Strangely, though, it added to the mystique of the hedge fund manager. David Einhorn (with "his Greenlight Capital"),...
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Price-Earnings Ratio S&P 500 (PE-Ratio S&P 500)
Price-Earnings Ratio S&P 500 (PE-Ratio S&P 500)
One measure of stock valuation suggests equities haven't gotten overstretched. According to J.P. Morgan Asset Management, the forward price-to-earnings ratio for the S&P 500 stands at 16.8 (Status as per 31st Aug. 2018). That's just slightly...
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DAX-Saisonalität (1960 bis 2018)
Das saisonale Preisverhalten beim Dax
Unter einer saisonalen Preistendenz versteht man die Neigung eines Marktes, sich im jahreszeitlichen Rhythmus in eine konkrete Richtung zu bewegen. Vergleichbar mit den vier Jahreszeiten, wo z.B. Im Sommer mit erhöhten Temperaturen gerechnet...
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Hanni-Börsday :-)
My little nephew just celebrated his birthday yesterday!
Here is his highly concentrated stocks-portfolio, which we built togther last year (2017). I backtested the portfolio selection and rebalanced the composition annually for the years before (Starting balance in Jan. 2014: USD 10k):
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