Main economic and financial indicators Profit margins and revenue growth Earnings Growth Rates Valuation by PER and PCF multiples The...
Reminder: Performance of the North American stock market with and without FAANGM What is behind and common to the various...
2023 was an exceptional year for equity markets, especially the US. The S&P 500 rose 24%, erasing losses from 2022....
The weight of Mega caps in indices Distortions of market/index performance and depth ("breath") Distortions in the valuation of market...
Introductory note: The value and caveats of the generalizations of the 8 mega caps or the FAANGM What are mega-caps...
In this blog we have developed a series of articles on mutual funds, since these should be the main investment...
In this blog we have developed a series of articles on mutual funds, since these should be the main investment...
In this blog we have developed a series of articles on mutual funds, since these should be the main investment...
In this blog we have developed a series of articles on mutual funds, since these should be the main investment...
2023 in review: Major strides in the battle against inflation in advanced economies, with a controlled impact on growth. Concentration...
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