Wealth and Investing
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...
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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...
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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...
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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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The end of the long bull market of bonds: Part 1- Monetary policy created the bull market
What was the long bull market of bonds? The long bull market of bonds resulted from monetary expansion This is...
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The importance of monetary policy in investments: Part 2 – The need for higher interest rates and quantitative tightening
The extraordinarily expansive monetary policy of recent years The extent of the impact of Quantitative Easing on the price of...
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The importance of monetary policy in investments: Part 1 – Interest rates, quantitative easing and inflation
"Don't fight the FED" and the end of the "FED put" Monetary policy objectives and instruments The impact of official...
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Dividend aristocrats stocks
The dividend aristocrats companies The S&P 500 dividend aristocrats The European dividend aristocrats The S&P 500 dividend kings The European...
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How Women Invest Series: Part 1 – Invest more, but still less than men
Women control about 1/3 of the financial wealth in developed countries and in the next decade this percentage will be...
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Investing in dividend stocks
What are dividend stocks? The importance of dividends in the valuation of stocks The advantages of investing in dividend stocks...
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