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Tag Archives: Stock markets

Are Fed tightening cycles good or bad news for emerging markets? (Part I)

March 20, 2018by jsblokland Leave a comment

Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Rational Exuberance?

November 17, 2017by jsblokland 1 Comment

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 […]

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BONDS, EQUITIES, 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 […]

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EQUITIES, FINANCIAL MARKETS

Seasonal Patterns in Financial Markets – An Overview

November 13, 2014by jsblokland 3 Comments

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 […]

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FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!

November 7, 2014by jsblokland Leave a comment

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 […]

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EQUITIES, FINANCIAL MARKETS, MACRO, TACTICAL ASSET ALLOCATION

The Effect of QE on Interest Rates, Equity Returns and GDP Growth

August 13, 2014by jsblokland 3 Comments

‘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 […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

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

April and Stock Market Returns

April 4, 2014by jsblokland Leave a comment

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 […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

As goes January, so not goes the year

February 14, 2014by jsblokland Leave a comment

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 […]

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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

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  • It's relative #valuation that counts! Higher equity risk premium (relative to govt bonds) means higher returns. https://t.co/gi8iu7u7dV 5 hours ago
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