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Capital Markets
Current Observations on Asset Classes
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articles 91-100 / 195 |
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page 10 of 20
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Resistance Is Futile
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2118. This is the number the S&P 500 Price Index has struggled in vain to cross since mid-February. It came close on March 2, closing at 2117.393. It got even closer on April 24, closing at 2117.69. But no dice. One analyst calls it the “iron ceiling.”[i] Technical analysts would call it resistance. We shun jargon and prefer to draw a picture:
By Fisher Investments Editorial Staff, 05/12/2015
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As Goes Switzerland…?
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Here is a question worth weighing these days: If a strong currency is so devastating to stocks and economies—as many allege—why did stocks in a tiny, export-heavy economy not succumb to a nearly 20% shock appreciation?
By Fisher Investments Editorial Staff, 17/04/2015
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The Challenge Confronting Banks
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"Once a company is as big as Apple, it needs to start eating up other industries in order to keep growing. Surely though, there are lower-hanging fruit than the auto industry? Most notably, there is the finance business."
Gavekal Dragonomics, Five Corners, April 08, 2015 , Louis-Vincent Gave
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Narrative myth
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In early 2009 the financial press was dumping praise on any mutual fund manager who had evaded a bulk of the stock market decline. These managers were lauded as heroes, visionaries with the keen insight to see that the worst market and economic environment for 80 years had been just around the corner.
Bason Asset Management, August 28, 2014 , James Osborne
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Average Stock Market Returns Aren’t Average
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The average investor in the stock market will earn less than the average stock market return–this is true even without taking into account any behavioral biases.
Alex Tabarrok , MarginalRevolution, July 11, 2014
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Nasdaq Getting Closer and Closer
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After a bubble-fueled rally of 138% from the start of 1999 to March 2000, the Nasdaq Composite proceeded to fall 79% from a high of 5,132 on 3/10/00 to a low of 1,108 on October 10th, 2002. After the dot-com bubble burst, many investors thought the Nasdaq may never get back to its all-time highs from March 2000.
Bespoke Investment Group, July 3, 2014
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Wild Swings
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U.S., Volatility, Misperception
Quote , BespokeInvest, May 30, 2014
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Higher Yet and Perhaps Faster
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Equity, Bonds, Valuations, Treasury
Yield, Dividend Yield, Valuations
Excerpts , Daily Speculations, Gary Phillips, May 31, 2014
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Emerging markets: time to differentiate
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Excerpts , Lombard Odier, Investment Strategy Bulletin, May 2014
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Profit Margins to Head Lower, Equities to Suffer
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Excerpt:
“Profit margins in the US have hit modern-day record levels, and this has been used to help justify high equity valuations. Consensus estimates are for profit margins to remain steady, or even increase from current levels. We disagree for ironclad economic and accounting realities, and think margins will fall, taking equities down too. “
U.S., Equity, Negative View , Variant Perception, May 22 2014
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