How different investments have performed during recessions

How different investments have performed during recessions

Posted Leave a commentPosted in data, Economics, Investing

While I am often asked “is now a good time to invest?” in both booming and declining economic times, I have recently been asked more and more about whether the economy is due for its first global recession since 2008-2009, and how to invest in preparation for the next recession.  I recently wrote a short […]

2019 Country valuation dashboard

2019 Country Valuation Dashboard

Posted Leave a commentPosted in data

2019 is a good year to start off with a country valuation dashboard, given how most of 2018 was a story of US stocks outperforming most other countries’ stock markets, at least until December.  Despite last month’s correction, US stocks remain relatively expensive compared to most other countries’ markets, with the US S&P 500 still […]

Hong Kong Stocks Cheatsheet

Hong Kong Stocks Cheatsheet: Hang Seng Index Member Data Links

Posted Leave a commentPosted in data, Lists

This Hong Kong Stocks Cheatsheet is a list of links to AAStocks pages of data I wanted to make a few clicks easier to get to.  The stock list is redundant on the first 50 names, which are the components of the Hang Seng Index Finance, Utilities, Property and Commerce & Industry sub-indexes respectively, followed […]

Reference: Companies returning the most cash to shareholders, by industry, 2014-2016

Posted Leave a commentPosted in data

Another list of companies for easy reference, please see links and use with care.

Data visualisation scatterplot on the fundamental data of 102 Hong Kong based and listed companies

Data Visualisation for Listed Company Fundamental Data

Posted Leave a commentPosted in data

I recently re-launched our experimental data visualisation tool on http://gfmpartners.com/ This tool is useful for: Running scatterplots on fundamental data of listed stocks Creating and sharing watchlists of these listed stocks    

Lists of Closed-end Funds and Investment Trusts in the US, UK, Canada and Australia

Posted Leave a commentPosted in data, Investing, Lists

Although ETFs have become the exchange-traded investment vehicle of choice over the past 25 years, closed-end funds remain a relevant way to access less liquid and less scalable assets, and for this reason they are often available at a discount to their net asset value with many paying high dividend yields. As a handy reference, […]