Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: Earnings growth

2019 in tweeted charts!

December 24, 2019by jsblokland Leave a comment

Below is a relatively concise overview of financial markets in 2019 using a selection of charts I tweeted throughout the year. While this probably aggravates the already pronounced calendar-year thinking […]

Read Article →
FINANCIAL MARKETS

Earnings growth is not a prerequisite for higher equity prices

February 26, 2019by jsblokland Leave a comment

With global growth leveling off, investors are more focused than ever on corporate results. These reveal a less rosy picture than in previous years and company expectations are very muted. […]

Read Article →
EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Six Charts to make you Suspicious of the Chinese Equity Market Rally

December 17, 2014by jsblokland 2 Comments

While equities around the world are getting severely hit this December, one market stubbornly rallies on. For the Chinese stock market lower oil prices, the demolition of Russia, and the […]

Read Article →
EQUITIES, FINANCIAL MARKETS

Revealing the relationship between EPS growth and equity returns

June 6, 2013by jsblokland Leave a comment

Valuation-related measures are often lousy instruments for timing the market. But that doesn’t mean they can’t hold interesting information about equity market returns. In the chart below, I have plotted […]

Read Article →
FINANCIAL MARKETS

Post navigation

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Revenge of the old economy
  • The average return doesn’t exist (2021 edition)
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Dow Jones Index Draghi Earnings ECB Emerging Markets Equities Equity returns Euro Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Italy Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing Recession retail sales Russia S&P 500 S&P500 S&P 500 index Seasonality Sell in May September spain Stock markets unemployment USD Valuation VIX VIX index Volatility wages Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • It’s the pace of bond #yield increase that is worrying investors. (ht James Wong) https://t.co/7ICKgooJXn 5 hours ago
  • Days when the #NASDAQ falls 2%, while the Dow Jones is up are rare and mostly occurred during one specific period -… twitter.com/i/web/status/1… 8 hours ago
  • Roaring 20s? https://t.co/x0DiSAF4ZH 1 day ago
  • For all data on the ‘Global Multi-Asset Market Portfolio! please follow @LaurensSwinkels twitter.com/jsblokland/sta… 1 day ago
  • Do you believe in a #commodity #supercycle? https://t.co/Ucf4xbWD6n 1 day ago
  • Allocating roughly 1% of your portfolio to #bitcoin implies roughly a doubling of its market cap. Please take into… twitter.com/i/web/status/1… 1 day ago
  • Are you considering to buy (more) #bitcoin? 1 day ago
  • Markets are slowly starting to price in a #FederalReserve rate hike as early as December. But there is ZERO chance… twitter.com/i/web/status/1… 1 day ago
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
Cancel

 
Loading Comments...
Comment
    ×