Rational Exuberance?
Here is a ‘surprise’ for you. The number of news stories stating that irrational exuberance is back on the stock markets is growing rapidly. In addition, irrational exuberance was mentioned […]
Tag Archives: Stock markets
Six Charts to make you Suspicious of the Chinese Equity Market Rally
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 […]
Seasonal Patterns in Financial Markets – An Overview
It’s been almost two weeks since the first of November, traditionally the start of the best period for financial markets. Well, at least for equities it is. But what about […]
Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!
Another hectic week in financial markets is almost behind us, with Russia making the headlines once again. Renewed tensions in the Ukraine, crumbling oil prices and fears of recession resulted […]
The Effect of QE on Interest Rates, Equity Returns and GDP Growth
‘QE is useless!’ Phrases like that have made the headlines on more than one occasion. Many agree that Quantitative Easing, the monetary bazooka used by most central banks to overcome […]
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 […]
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 […]
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 […]
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 […]
