| ||||||||||||||||||||||||||||||||||||||||||||||
This post shows an interesting depiction of the S&P Index’s annual returns since 1825. [...] More on this topic (What's this?) Portfolio Update: Value Stock Guide Portfolio Up 12.90% vs 4.41% for S&P500 in January 2012 (Value Stock Guide, 2/4/12) Why We May See a Rally in U.S. Stocks (Money Morning, 12/19/11) Three Reasons Stocks Could Jump 18% in 2012 (Wall Street Daily, 1/24/12)
Source: Slate, October 28, 2008.
Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Hap Tip: Barry Ritholtz, The Big Picture
Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
“There will be bounces along the way, but until credit markets behave, and until we get to a positive part of the Presidential cycle, and until the Fed/ECB/Treasury, etc. stop intervening (interrupting) in our markets, we shall remain on the defensive,” said guest contributor Bennet Sedacca. This is an excellent article on the stock market’s valuation levels. [...] More on this topic (What's this?) East Coast Asset Management's Q4 Letter: Embracing Uncertainty (market folly, 1/26/12) Deutsche Bank Executives Decides to Choose Asset Management Sale (ValueWalk.com, 1/12/12) East Coast Asset Management on the Fear of Bubbles: Q3 Letter (market folly, 11/9/11)
By Mark Seymour From a valuation perspective, there is a strong argument to be buying the local market at these levels. Based on historic returns the market is prone to solid gains when initiated off a low base of single digit price-to-earnings ratios and high dividend yields (see tables 1and [...] More on this topic (What's this?) The Best Emerging Markets for 2012 – Part 2 (Wall Street Daily, 12/26/11) My Two Favorite Ways to Play the Natural Gas Decline (Part 2) (Wall Street Daily, 2/1/12) Fasten Your Seat Belts for a Bumpy Ride (Money Morning, 1/2/12)
By Cees Bruggemans This Thunder Will Pass. Nice theme the Minister of Finance used for his medium-term budget framework last week. But which thunder did he have in mind? A typical summer Highveld thunderstorm, starting by 4pm and all cleared by 7pm? Or the equivalent of Shaka Zulu, raging [...] | ||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2012 Investment Postcards from Cape Town - All Rights Reserved Performance Optimization WordPress Plugins by W3 EDGE | ||||||||||||||||||||||||||||||||||||||||||||||
Recent Comments