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Valuation puzzle

August 21, 2020by jsblokland Leave a comment

Equities are expensive. It’s difficult to argue against this. But does this also mean that markets will fall sharply? Assuming that there are plenty of other factors that could drag […]

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EQUITIES, TACTICAL ASSET ALLOCATION

The Power of Earnings!

August 3, 2018by jsblokland Leave a comment

There has been a lot to do about equity valuations in the last couple of years, especially when it comes to US price-earnings ratios. But at times investors seem to […]

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EQUITIES

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  • Another ‘#bubble’ chart! Feel free to comment. https://t.co/sGlQxUE9Xa 5 hours ago
  • Margin debt... https://t.co/CogMp1UQfk 15 hours ago
  • Over the last 10 years global #equities have risen due to multiple expansion only! https://t.co/AnxRJ1dwG1 17 hours ago
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