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Tag Archives: Valuation

Valuation puzzle

August 21, 2020by jsblokland Leave a comment

Equities are expensive. It’s difficult to argue against this. But does this also mean that markets will fall sharply? Assuming that there are plenty of other factors that could drag […]

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EQUITIES, TACTICAL ASSET ALLOCATION

Why Eurozone stocks have lagged

December 10, 2019by jsblokland Leave a comment

Since the low point for the equity markets during the global financial crisis in 2009, Eurozone equities have lagged their US counterparts by an impressive 300%. Why is this? By […]

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EQUITIES, FINANCIAL MARKETS

Recession indicators are overrated for stock returns

February 12, 2019by jsblokland Leave a comment

Equity investors are always looking for signs of the next recession. Recessions mean higher unemployment, lower spending, lower earnings and ultimately more defaults, all of which are bad news for […]

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EQUITIES, FINANCIAL MARKETS, MACRO, 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

Week End Blog – OIL!

November 28, 2014by jsblokland Leave a comment

This week was all about oil prices. After a price collapse of over 30% since the middle of June, oil lost another 6% as OPEC decided not to cut production […]

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FINANCIAL MARKETS, MACRO

Week End Blog – ECB policy, global trade, and rich valuations

May 9, 2014by jsblokland Leave a comment

This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

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 […]

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