Maximize time invested in the stock market instead of market timing: Part 2. Impossibilities and losses (cont.)
#3 We may lose some of the best daily returns on the market, with great impact on total investment profitability...
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Maximizing time invested in the stock market instead of market timing: Part 1 – Biases and losses
Temptations, vices and other pitfalls of seeking market timing What is market timing? What are the implications of market timing?...
It is very difficult to predict inflation, but it is important to understand its components and its dynamics: P2 – The components and forecasts
This is the second part of an article that develops the theme of inflation. In the first part we saw...
It is very difficult to predict inflation, but it is important to understand its dynamics: P1 – The costs and measures of inflation
"Lenin is said to have declared that the best way to destroy the capitalist system was to debauch the currency....
The end of the bull market of bonds: Part 4 – In the end, the hangover was an unprecedented bond bear market
The excessive intensity of monetary and fiscal stimulus, aggravated by the war in Ukraine, generated high inflation, which erodes the...
The end of the bull market of bonds: Part 3 – Many investors did not take advantage of this big “free ride”
Individual investors did not take advantage of the excellent performance of the long bull market of bonds The less obvious...
What is the fair value for the stock market? Part 2 – The impact of interest rates on the stock market valuation
In the previous article we saw how the PER and EPS evolved and concluded with a simulation of market value...
What is the fair value for the stock market? Part 1 – PER multiple and EPS
The importance of knowing the market PER fair value and predicting its EPS The value of the market PER (and...
Financial Markets Outlook 4Q22: Arm wrestling between restrictive monetary policies and inflation with threat of recession
Stocks and bond in bear market. The risks are on the downside. S&P 500 can reach 3,300 in the next...
The end of the long bull market of bonds: Part 2- Quantitative easing gave a very strong boost to the bull market
Over the past 15 years, monetary expansion has been huge with quantitative easing programs The absurdity of negative interest rate...
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