Attached you will find a long term Bloomberg graph showing a very important equities characteristic that usually has significant impact on their overall returns in the future – the Real Earnings Yield. This graph shows aggregate data for the $SPX500. What is Earnings Yield (EY)? 🤔 EY is calculated by dividing a stock’s EPS by…
The year is slowly running its course and as December looms just around the corner, more and more institutions are issuing their equity strategies for next year. Before we dive into the next year’s predictions though let’s quickly have a run through what was up so far on equity markets in 2021: ✅ YTD performance…
Dear Copiers&Followers, Below you will find a very interesting article about how the Hedge Funds industry has performed so far this year. Here are the basic conclusions from my side: ◼ HFs still struggle to make a competitive race with ETFs and actively managed mutual funds. ◼ No single HF strategy has outperformed the $SPX500…
