The tech sector in the US equity market has soared to astronomical levels this year. In terms of equity returns, the sector as a whole has risen more than double that of the S&P 500 so far this year. Most investors seem to have forgotten about the dot com crash and are placing their hopes …
Continue reading ‘Nine out of the Top 12 Most-Shorted US Stocks Are Tech Stocks’ »
The majority of the G-20 countries recorded a deficit in 2016. Only South Korea and Germany had a budget surplus last year. In all the other countries government expenditures exceeded revenues. The gross debt level also remains high in G-20 countries. The chart below shows that Japan had the highest debt levels that was over …
Continue reading ‘General Government Gross Debt as a Percentage of GDP by Country 2016’ »
Volatility remains low these days. So some investors may be complacent. Below is an interesting chart I came across recently: Click to enlarge Via Leide Smits @ Twitter
US Stocks have performed well so far this year with the S&P 500 up by over 10% based on price returns. However though US stocks can still go higher on a valuation basis, they are expensive relative to other major markets in the world including other developed markets. Though American stocks always commanded a premium …
Continue reading ‘Global Equity Markets: Which Markets are Cheap and Which Markets are Expensive?’ »