Equity markets have sustained multiple crises over the years and continue to go higher. Though equity markets tend to plunge dramatically when negative events occur they eventually tend to recover slowly. I have written in the past on how US markets have recovered after crises. Some of them can be found here and here and …
The World Investment Report 2023 was published by the UN’s UNCTAD agency a while ago. This report contains a wealth of information for anyone interested in the flow of funds between countries. One topic that I have wrote about from this report is the top non-financial companies. It is fascinating to analyze the these top …
Continue reading ‘The World’s Top 100 Non-Financial MNEs Ranked by Foreign Assets in 2022’ »
Apple’s (AAPL) iPhone 15 is made up hundreds of components. Apple does not make all those components. Instead suppliers around the world supply those parts and Apple sells the final product to the public. In the past I have written about the costs involved for the various components that go into an iPhone. Recently I …
Continue reading ‘Key Suppliers of Apple’s iPhone 15: Infographic’ »
Equity markets tend to perform well when the economy is in expansion mode. Similarly when the economy is in recessions markets decline. While in the long-term stocks have gone up that is not the case in the short term as measured by a few months or years. For instance, US equity markets plunged substantially over …
Continue reading ‘On the Correlation between Recessions and U.S. Equity Market Performance’ »