A study of the dividend yields and price/earnings multiples of a list of 100 global stock markets make for interesting reading. 62% of the indices now trade at P/Es of less than 10, compared with a figure of 39% a mere one month ago.
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| Current call: November 13, 2009 |
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| For those not familiar with John’s latest project, it is called "Conversations with John Mauldin". The most recent Conversation was with Gary Shilling and Donald Coxe. Previous Conversations included the views of Chris Whalen on the banking crisis, Lacy Hunt and Ed Easterling on the fundamentals of the economic crisis, and Nouriel Roubini. Audios and transcripts of the Conversations are being produced. Although an annual subscription for eight Conversations retail at $199, I have negotiated a special price of $149 (-25%) for Investment Postcards readers. To find out more, just click on the image above and enter code JM55 (at the end of the form), which will give you the discounted price. |
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