December Delight!
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 […]
Tag Archives: S&P500
Surprise Peak!
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 […]
The Problem with Volatility Investing
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 […]
The Recent Stock Market Correction in Perspective
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 […]
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: 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 […]
Central Bank Balance Sheets and Market Returns
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 […]
