Apparently hearts are a flutter in the investment world because it has supposedly been sometime since the US market had any form of meaningful decline. This has even prompted many to go around saying that the end of the world is inevitable and as usual this sort of thing piqued my curiosity. So, I thought…
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The World Federation of Exchanges (yes there is such a thing) keeps a wonderful stockpile of statistics you can trawl through to your hearts content. One that stood out for me was the percentage of the markets capitalisation that was concentrated in the top 5% of stocks. I dropped this data into Excel and generated…
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An incredible year for global health 1. This year, the World Health Organisation unveiled a new vaccine that’s cheap and effective enough to end cholera, one of humanity’s greatest ever killers. New York Times 2. Cancer deaths have dropped by 25% in the United States since 1991, saving more than 2 million lives. Breast cancer deaths have fallen…
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The following graphic looks at 122 years of Dow Returns. You can find the original here at Albert Bridge Capital. Initially it looks like another infographic that looks pretty but doesn’t say much. However, there are are some interesting points to be drawn from spending a bit of time simply looking at the data. The…
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Chasing bubbles during the last stages of their formation results in a much lower return to risk ratio as it is shown below with examples from bitcoin and Amazon stock. Venture capitalists understand diminishing returns and usually cash in after an IPO. But many investors and traders are deceived by charts that appear exponential to…
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I got bounced the chart below this morning because as the person who sent it to me said its The Most Important Chart on Investing You’ll Ever See. I only had the image so I traced it back to here. The chart itself simply shows the relative length of bull and bear markets in the S&P 500…
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I caught a piece in Bloomberg this morning that had FX traders lamenting the lack of volatility in FX markets this year and using that as an excuse for their lack of profitability. Upon seeing this I thought to myself that this sounds awfully familiar amd it does – it is the classic I dont…
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