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Tag Archives: S&P500

December Delight!

November 27, 2015by jsblokland 1 Comment

December is near. For many of us the best month of the year. And that’s not just because of all the festivities. December brings happiness to investors as well. Below […]

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EQUITIES, FINANCIAL MARKETS

Surprise Peak!

April 16, 2015by jsblokland 1 Comment

Lately, there has been a lot of attention for the major divergence in the macro surprise indices for the US and the Eurozone. The graph below shows this divergence for […]

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EQUITIES, TACTICAL ASSET ALLOCATION

The Problem with Volatility Investing

October 21, 2014by jsblokland 1 Comment

Volatility is back. And it has not gone unnoticed. As the VIX index spiked to above 25 for the first time since June 2012, US equities plunged 8% since the […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

The Recent Stock Market Correction in Perspective

August 6, 2014by jsblokland Leave a comment

Stocks are plunging. And, while the drop has intensified in recent days, the correction actually started a couple of weeks ago. Especially in Europe, where the tensions between Russia and […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Do Investors Anticipate Sell In May?

May 5, 2014by jsblokland Leave a comment

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, […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Quick Fact: 2014?

January 17, 2014by jsblokland 1 Comment

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 […]

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EQUITIES, QUICK FACTS, TACTICAL ASSET ALLOCATION

Central Bank Balance Sheets and Market Returns

November 7, 2013by jsblokland Leave a comment

A lot has been written about the impact of Quantitative Easing. And while it is arguable whether or not the extraordinary measures taken by central banks have had any significant […]

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EQUITIES, FINANCIAL MARKETS, MACRO

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Twitter (@jsblokland)

  • Free post! Below is the key chart from our latest Daily Insight on US #inflation. I think we will end up somewhere… twitter.com/i/web/status/1… 1 hour ago
  • Your macro environment in one chart! This is the broadest monetary tightening cycle in history. Chart… twitter.com/i/web/status/1… 4 hours ago
  • US inflation – We want to cheer it but can’t just yet The latest @true_insights_ Daily Insight shows that underlyi… twitter.com/i/web/status/1… 8 hours ago
  • 'Anecdotal evidence' that our world is changing? In the last couple of years, my 'visits' as an investor to ener… twitter.com/i/web/status/1… 9 hours ago
  • Hmm, #Singapore's #GDP unexpectedly declined in Q2. https://t.co/RKfy5l851X 9 hours ago
  • Is there one equity investor who has seen this tweet? By the way, currently the @ClevelandFed expects core… twitter.com/i/web/status/1… 19 hours ago
  • Several tweets state that US core #inflation dropped for the fourth consecutive month. And while that is technicall… twitter.com/i/web/status/1… 23 hours ago
  • Looking at the underlying #inflation data like core sticky prices, the median price increase, and owners' equivalen… twitter.com/i/web/status/1… 23 hours ago
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