Archive of entries posted on April 2017

Valuation Metrics: U.S. vs. Foreign Stocks

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The U.S. equity market has performed well in recent months especially since the election in November. The S&P 500 is up by over 5.50% year-to-date on price only basis. The solid performance of US stocks has pushed valuations to high levels. When compared to other markets, US valuations look stretched according to a report by …

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Knowledge is Power: Oil Opportunities, Emerging Markets and American Democracy Edition

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Ian Cowie: why I’m sticking with Europe during Brexit (CityWire, UK) Why emerging market fundamentals are positive for 2017 (Schroders) Opportunities amid the oil dip (Blackrock) This Is Why Australia Hasn’t Had a Recession in Over 25 Years (Bloomberg) Stop wasting money: Confronting confirmation bias can make you a better investor (Financial Post) The clouds are lifting for …

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