The World Cup Effect!
The World Cup is upon us! Just a few days left until the biggest sports event on earth gets underway. Soccer hysteria will take over daily life in many countries […]
Category Archives: EQUITIES
Week End Blog – ECB policy, global trade, and rich valuations
This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]
Do Investors Anticipate Sell In May?
May has arrived and so the well-known investor rule to Sell in May is making headlines. In my experience the amount of media attention the Sell in May effect gets, […]
Quick Fact: GDP growth no guarantee for High Returns
Please take a look at the graph below. Since the start of the great recovery in stock markets worldwide in March of 2009, China has not been able to keep […]
April and Stock Market Returns
Historically, April has been a friendly month for equity investors. Using S&P 500 Index data from 1928, April ranks third on average monthly return. In recent periods, however, April have […]
Week End Blog – Week 10
Starting today, I will post a weekly blog that contains some interesting charts of the past week (well, at least in my opinion). Many of these charts can also be […]
As goes January, so not goes the year
The ‘as goes January, so goes the year’ phrase implies that the return on the stock market in January is a bellwether for the rest of the year. And since […]
Quick Fact: 2014?
The last few weeks I have encountered quite some stock market predictions that were based on last year’s performance. Many of them sounded like this; ‘Because 2013 turned out to […]
Quick Fact: Sweet December
Historically, December has comfortably been the best return month for equities. Since 1946 the average return on US equities averaged 1.8% in December, 0.4% better than the second best month, […]
Inflation and Returns: A review
Zero interest rates, an endless array of stimulative measures taken by central banks, and yet no sign of inflation. Quite the contrary. US inflation stands at only 1.2% and has […]
Jeroen Blokland Financial Markets Blog 