November 25, 2017

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Book value to market price

plan portfolio

Use the book value to market price ratio. What measures should you use to improve your performance? Bernstein says there are four methods of selection that have been shown to produce higher-than-average returns: those with the highest BTM (book-to-market ratio, the inverse of price divided by book value to price ratio), cash flow, dividends, and earnings-to-market (inverse of the familiar PE ratio). [Read more…]

Planning Your Portfolio

planning your portfolio

Planning Your Portfolio – All successful investors use heuristics to shape their strategic decisions, but it’s wrong to assume they are always correct. [Read more…]

German government bonds decline

low volatility

Over 2014 there has been a steady decline in the yield on German government bonds. As a result bunds have outperformed other developed markets. [Read more…]

Gold Starts to Recover Its Traditional Role

gold trade master

Gold is making a comeback as money, despite a century of near-universal negativism about its future as a key element in global finance. [Read more…]

Why Lower Equity Returns Look Likely

Equity Returns
Equity Returns – Optimistic arguments about longer-term profits to be made in US shares are “deeply flawed” as they’re based on double-counting and circular reasoning, Brett Arends argues on Marketwatch. [Read more…]

Banking: Crisis by Design

banking home

Banking – After the devastating Sub-Prime Crisis, which has cost the world trillions of dollars’ worth of lost economic growth, destroyed millions of jobs and businesses, and burdened taxpayers with huge state debts that continue to mount, you would expect implementation of radical reforms to prevent such a crisis from happening again. [Read more…]

Top Ten Chinese Stocks

Bank of China

The Top Ten Chinese Stocks to consider according to Martin Spring of OnTarget [Read more…]

Shale Gas: a High-Cost Resource

shale gas

Shale Gas – Despite much talk about how it’s going to revolutionize global supplies, investors in the shares have seen them perform poorly for years, major companies in the sector such as Shell and BHP Billiton have been taking some big write-downs and the much-predicted improvement in natural gas prices fails to arrive. [Read more…]

Share and Bond Markets

us.equity

Earnings – the lack of them – remain the biggest threat to American equities, whose recent strong growth has been driven by optimism and buy-backs rather than underlying profits, while the latter have come from cost-cutting, not growth in sales. [Read more…]

Monetary-easing policy options

European Central Bank

This slowly-developing environment of greater tolerance towards easy-money policies makes it less likely that the European Central Bank will be prevented from implementing more unconventional measures, if they become necessary. [Read more…]