U.S. equities are reaching record highs and some investors are wondering how long the current bull market will last. The S&P 500 is up by over 9% on price basis YTD. Currently the P/E ratio of the index is 25.38. Based on the price to sales ratio stocks are reaching the levels last reached during …
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FT Alphaville published an interesting analysis on why manufacturing jobs in the US are better than other jobs. The article basically debunks Gary Cohn, ex-head of the President’s National Economic Council simplistic and lack of critical thinking views on why one would prefer a nice cushy office job in an air-conditioned office than working in mine …
The balance sheets of major global central banks have steadily increased since the Global Financial Crisis of 2008-2009. The chart below shows the balance sheet figures measured against the percentage of Global GDP: Click to enlarge Source: The Long Unwinding Road—Navigating Regime Shift, T.Rowe Price
FAANG stocks have soared in recent months like there is no tomorrow. In fact, Amazon, Apple, etc. have shot up nearly eight times since March 2010 according to a recent article by Frank Holmes of U.S. Global Investors. The bubble in the e-commerce sector is the second largest bubble in the past four decades as …
Continue reading ‘e-Commerce Bubble Compared to Other Bubbles: Chart’ »
South Africa is one of the major emerging economies. Though the country is rich in natural resources and is considered as a commodity-based economy, exports of manufacturing products accounts for nearly half of the economy and ores and metals constitute only one-fourth of exports. The following infographic shows a snapshot of the key variables of …