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, […]
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 […]
One of my favorite charts earlier this week was from this Economist article about declining global beer consumption. Earlier this year I posted a list of 14 large listed beer brewers, and will be watching some of their sales and profit figures over the coming quarters. Happy Friday! Tariq
I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“. Being naturally curious, I also like to keep an eye on how investments in “Bonds for the Long Run”, “Balanced Portfolios for the Long Run” and “Alternative Investments for the Long Run” would do. Siegel’s […]
Yesterday I posted a 45-year historical chart of 9 currencies where I described the difference between appreciators, depreciators, and long-term range-bound currencies. I considered the Euro to be in the latter category, but the Euro was made up of currencies like the Deutsche Mark (DEM) which behaved more like appreciators and currencies like the Italian […]
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:
MarketWatch posted this bar chart showing the relative size of stock market vs bond market assets by category as of 2014. Roughly, it shows a total pie of about US$300 trillion invested in these “traditional assets” of stocks, bonds and loans, with roughly half in bonds, just under a quarter in stocks, and the rest […]
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%.