With many of us heading to the beach, it might be a time to lean back take a broad view of the global markets. To do so, we use three different indicators to measure the temperature and assess if markets are currently cheap or expensive.
The stock market in 2023 The stock market has always had good and bad times. As much as we’d like to forget the bad ones when things are going well,
What does it take for us to typically see a bottom? The American hedge fund Bridgewater recently published an interesting report on the current market situation. Here they analyze whether
Mathematically correct price level In First Eagle’s latest letter to shareholders, they provide their assessment of the current market. Due to recent interest rate hikes by the world’s central banks,
Visiting Palantir Investor Stanley Druckenmiller was one of the first investors in American Palantir. In September 2022, he visited and was interviewed by Palantir’s CEO Alex Karp. Here he explains
We are now officially in a bear market, which means that the major indices have fallen more than 20% from peak to (so far) trough. The NASDAQ has fallen more
New Year is a time for celebration… and reflection. 2021: An exceptionally good investment year Another investment year is coming to an end. And what a year it has been
At the end of October 2021, the US market (S&P 500) is back at an all-time high of almost 4,500, which is more than 30% above the level before the
When I took a closer look at the Chinese market at the beginning of the year, the investment landscape in China was different than it is here at the end
The US market (S&P 500), here in April 2021, is at an all-time high of 4100 and significantly above the level when the Covid-19 pandemic hit in February 2020 (3400).
The pandemic that ended a decade of stock market celebrations 2020 was a challenging year for all of us. The Corona virus has forced us to change our everyday life
It didn’t take long for the corona pandemic to take hold in Western countries before stock markets fell by ~35%. It always seems violent when the market experiences big drops.
