Biggest companies by decade

Posted Leave a commentPosted in Lists, Web finds

Saw this table of the biggest companies by decade tweeted recently. The lists of companies and theme summary titles of each decade are too good not to save and share – will be very keen to see what these companies are in 2030!

Stock Markets by Country 1899 vs 2019

119 Years of Investment Returns, According to Credit Suisse

Posted 1 CommentPosted in Charts, Investing, Wealth Management

This morning’s ferry read is the Credit Suisse Global Investment Returns Yearbook 2019, for which I have to thank this excellent Twitter thread by Cambria’s Meb Faber for pointing out. Two of the charts I found worth a screenshot and share here show shares of global stock markets have changed since 1900 by country (header […]

Long-term, valuation is all that matters

Posted Leave a commentPosted in Investing

I recently found some charts on this tweet thread worth checking against some of my earlier posts on investing with a value tilt. These are similar to my earlier chart about forward 10 year investment returns versus on CAPE ratio, and can be summarized in the title of the first chart “Long term, valuation is […]

Harvard paper on stocks vs property vs bonds

Harvard paper on investment returns of stocks vs property vs bonds, 1870-2015

Posted 1 CommentPosted in Books

I am very often asked how investing in stocks compares with investing in property (aka “real estate”) as far as long-term investment returns. Many of us who’ve been in the market for a few decades have seen rents and property prices in many cities double, triple, or more, while I hear far more mixed experiences […]