Stock market through the eyes of politics and fixed income
(1) Possible Biden elections victory and (2) HY FI OAS as indicators of stock market sentiment at the end of
Read more(1) Possible Biden elections victory and (2) HY FI OAS as indicators of stock market sentiment at the end of
Read moreFor all of you with unhedged USD exposure, chart shows net USD positioning of(1) asset managers,(2) leveraged funds and(3) Non-commercial
Read moreHow the stock market is being hit by COVID-19? How the current stock market collapse compares with others in history?
Read moreOne of the measures closely watched is a 12M forward P/E (how much of a price you are paying for
Read moreApple valuation and underlying cash flows have diverted significantly over the last two years. Currently trading at Forward PE of
Read moreOne of my friends keeps on poking me about returns he earned on his Tesla investment. What is happening to
Read moreStarije generacije više vole zlato (žuta linija), mlađe vole Bitcoin (tamno plava linija). Starija generacija je konzervativnija, mlađa agresivnija. 100-dnevni
Read moreGold seems to move towards an integral part of any diversified portfolio. Ray Dalio‘s All Weather portfolio has 7.5% in each
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