Wealth and Investing
Investing in Chinese Stocks: What’s Next? Part 4.1 – The economic fractures in sight – It all started with the crisis in the construction sector
After 4 decades of strong economic growth and good stock market valuation in China, the last 5 years have been...
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How Women Invest Series. Part 4 – They want to invest more, they want expert advisors and more financial literacy
Women want to invest more Women's main challenges in investing The need for expert financial advice The importance of financial...
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Investing in Chinese Stocks: What’s Next? Part 3.2 – The performance of Chinese stocks over the last 4 decades (cont’d)
Many companies have seen deeper devaluations, including internet giants BAT – Baidu, Alibaba, Tencent – which were preferred by foreign...
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Investing in Chinese Stocks: What’s Next? Part 3.1 – The performance of Chinese stocks over the last 4 decades
The main indices of the Chinese stock market China is the proven proof that the economy and stock markets are...
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Investing in Chinese Stocks: What’s Next? Part 2 – The Chinese Economic Miracle
China's economic growth has been 9% a year for the past four decades, despite the slowdown in recent years Rising...
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Investing in Chinese Stocks: What’s Next? Part 1 – Overview
Worrying signs. Is the Chinese market investable? The various prophecies of China's collapse since 1990 40 years of China's economic...
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The attraction of investing in the 8 Mega Caps or FAANGM: Part 4 – Learn more about the FAANGM (numbers and indicators)
Main economic and financial indicators Profit margins and revenue growth Earnings Growth Rates Valuation by PER and PCF multiples The...
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The attraction of investment in the 8 Mega Caps or the FAANGM: Part 3 – Get to know the FAANGM better (global, leading and strong MOAT)
Reminder: Performance of the North American stock market with and without FAANGM What is behind and common to the various...
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Financial Markets Outlook 1Q24: Fair priced markets with all eyes on the downward paths of inflation and interest rates by the FED
2023 was an exceptional year for equity markets, especially the US. The S&P 500 rose 24%, erasing losses from 2022....
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The Attraction of Investing in the 8 Mega Caps (or the FAANGM): Part 2 – The Performance of the S&P 500 with and without Mega Caps
The weight of Mega caps in indices Distortions of market/index performance and depth ("breath") Distortions in the valuation of market...
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We developed this blog because we believe that only a small learning effort is needed to make a big change in the decisions and results of our investments and financial assets.