Are stocks cheap yet?

Are stocks cheap yet?

Posted Leave a commentPosted in Charts

Stock markets ended 2018 with what some call a sharp correction, and others call a minor crash. Last month, the S&P 500 declined by around 10%, catching up with losses earlier in the year by many foreign markets. 10 months like that in a row would render US stocks worthless by the end of 2019, […]

Long term stock returns vs bond returns by country

13 Thought-provoking charts from “Stocks for the Long Run”

Posted 1 CommentPosted in Books, Charts

I recently re-read the 5th edition of Jeremy Siegel‘s classic book Stocks for the Long Run, and thought it would be worth snapping the following 13 thought-provoking charts for reference.  Of course, this is just my summary, and I expect to continue having to refer back to the book for more re-reads. Chart 1: US […]

US Equity REITs vs Mortgage REITs - owners made 13x as much as lenders

US Equity REITs vs Mortgage REITs vs Physical Property: 2 charts

Posted Leave a commentPosted in Charts, Investing

I’ve spoken and written extensively on real estate investment trusts (REITs), but just came across these two charts comparing the performance of US equity REITs vs mortgage REITs, and the long-term total return of US REITs vs physical real estate. Chart #1: Performance of equity REITs vs mortgage REITs Equity REITs own properties, and collect […]

Map of world's largest stock exchanges over US$1 trillion

The world’s largest stock exchanges mapped by VisualCapitalist

Posted Leave a commentPosted in Charts, Web finds

VisualCapitalist published some fascinating maps about the world’s largest stock exchanges, showing the relative size of the major 5 “JUICE” markets (Japan, US, India, China, and Eurozone), and how closely followed they are by the ABCS (Australia, Britain, Canada, and Singapore) and Korea. Here is the full image:  

How low yield beat high yield: Japan vs Australia 2000-2009

How low yield beat high yield: Japan vs Australia 2000-2009

Posted Leave a commentPosted in Charts

Here is a chart showing the counterintuitive decade when “low yield beat high yield”, that is, low-yielding Japanese Government Bonds (JGBs) with a starting yield of 1.2% outperformed Australian government bonds with a much higher yield over 5%.