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Tag Archives: EQUITIES
1,091 PROVES STRONG ONCE AGAIN
On a closing basis, the S&P; 500 stopped going down right at the 1,091 level, which has acted as key support four times now since last November. Now that the index has found support in the short-term, traders will focus … Continue reading
JEREMY GRANTHAM: SEVEN LEAN YEARS
An excellent read, as usual. I do not agree that the market is worth 850 (see US EQUITIES VALUATION ANALYSIS: DUCK, YOU (HAPPY) SUCKERS!) , but all else is vintage Grantham. Read it all and more here. My view of … Continue reading
Equity Pullbacks Are Part of Every Recovery Year
Despite rebounding gaining 0.5% on January 25, the S&P; 500 is still down 4.6% from its January 19 cyclical high of 1150. At this juncture, it is important to keep in mind that equity pullbacks are part of every economic … Continue reading
S&P 500 INDEX EARNINGS UPDATE
It’s still relatively early in the Q4 earnings season, with about 20% of S&P; 500 companies reporting. We’ll have a better view on Q4 earnings after next week as 130 S&P; companies and 12 Dow companies report. Outside financials, which … Continue reading
NASDAQ RISK
(…) Note then the chart this page of the NASDAQ which has rather clearly broken its upward sloping trend line that extends back into the lows of last March. Note further that as prices have fallen in recent sessions, the … Continue reading
OBAMA VS THE BANKS
Dennis Gartman minces no words. His trader view is very negative on US equities and the US dollar. In a show of anti-capitalist audacity we cannot recall having heard from an American president in our lifetime, and which we hope … Continue reading
BUY LOW-SELL HIGH: Emerging Markets Appear Fully Priced
Short history chart but nevertheless very telling and compelling from my standpoint. Emerging market stocks are no longer cheap and already reflect a lot of good news, leaving them vulnerable to even minor disappointments. Emerging market (EM) equity multiples have … Continue reading
WHY THIS IS NOT THE ONSET OF A NEW SECULAR BULL MARKET
David Rosenberg made this interesting table to support his bearish stance on US equities. I will not argue the secular bull market case; obviously, there is no case for major PE or Price/Book revaluation here and a return of inflation … Continue reading
THE JANUARY BAROMETER II
Yesterday, I published the traditional new year post on the January Barometer. Barron’s Michael Santoli has a piece that covers another angle: Reaching a bit more deeply into the almanac, market historian and author John K. Harris toted up how … Continue reading
Day One Joys
First time I hear about that one. From Floyd Norris’ blog at the NYT (…) Howard Silverblatt, the data maven at Standard & Poor’s, has pointed out that an investor who bought the S.&P.; 500 stocks at the close of … Continue reading
EQUITIES: GLOBAL ANNUAL RATES OF RETURN IN $CDN
Compound 3 and 5 year returns ( Annual returns to be posted later) Also see: $US-based returns and 10-YEAR COMPOUND GLOBAL ANNUAL RATES OF RETURN RBC Capital Markets
EQUITIES: GLOBAL ANNUAL RATES OF RETURN IN $US
Annually Compound 3 and 5 year returns RBC Capital Markets
