U.S. stocks have soared since the Global Financial Crisis (GFC) of 2008-09. The benchmark S&P 500 has more than doubled from the lows reached during the dark days of 2009 when it seemed like world was coming to end. However none of the markets in developed Europe have had a strong recovery since the GFC like …
Continue reading ‘S&P 500 vs. FTSE 100 Returns Since Global Financial Crisis: Chart’ »
The average stock holding period for developed markets has been on the decline for many years now. For example, by one estimate the average holding for stocks listed on the NYSE is just 7 months or less than 2 years by another estimate. In emerging markets(EM) also, the average holding periods are very low. EM investors …
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In a post earlier this month I wrote about the Four Classic Bubbles of the Past. The chart below shows the four major global asset bubbles in the past four decades: Click to enlarge Source: The Global Financial Crisis 10 years on- Lessons learned and can it happen again?, Dr Shane Oliver, AMP Capital The current explosive …
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The US equity market leads the world in terms of market capitalization. At the end of 2016, listed US firms accounted for more than half of the global stock market value as shown in the graphic below. At the end of 1899 the US accounted for only 15% of global stock market value. Click to …
Continue reading ‘Comparing World Equity Market Sizes 1899 vs. 2016’ »
Gold prices closed at $1,280 an oz. today. After a few years of steady decline prices have been slowly climbing back up. In general, gold is considered as a safe haven asset as gold tends to be strong when equities fall. According to a recent article at Schroder’s gold does in fact performs well in weak equity …
Continue reading ‘Gold Price vs. S&P 500 Returns From 1961 Thru July 2017: Chart’ »