The idea behind the MY ratio is that a large middle-aged population who want to invest should drive up prices of investment securities. The MY ratio has had strong correlation, 86%, to the PE of the US market since 1973.
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Philippines on Demand: A fan requested to see the World Class Benchmarking of Century Pacific Food Inc., so here it is. Profitable Growth has fallen to #3 from #1 in 2014. CNPF ranked among the top 171 out of 570 medium Consumer Staples companies.
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Live Event: During the week of March 5, Andrew Stotz will have three events in Bangkok. All events are free to attend and we invite you to join us!
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In our Top 5 this week, we learn how to quantify timing luck, compare the decisions poker players and investors make, and examine the periodic table of commodity returns. All this and more…
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Chart of the Day: The stock market leads inflation in big movements. May support theories about expected inflation rather than actual inflation has the main impact.
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Chart of the Day: Big moves in oil price have a big impact on inflation. Correlation of 54%, hence, if oil price increases inflation increases and vice versa. This also highlights how sensitive CPI as a measure of inflation is to big price changes in oil.
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Chart of the Day: As the one-year rate was pushed down by the Fed’s loosening policy through QE following the GFC. The S&P 500 soared, typical “asset price inflation”. The tightening since 2015 has not yet killed this bull.
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Chart of the Day: Looking over almost three decades, we can see a negative correlation of 45%. Big moves in inflation lead to opposite moves in the exchange rate. Hence, when inflation increases, the US Dollar has mainly depreciated and vice versa.
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Live Event: During the week of February 26, Andrew Stotz will have three events in Bangkok. All events are free to attend and we invite you to join us!
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In our Top 5 this week, we examine how to find the right balance as a factor investor, the rule for beating buy and hold investing, and the science behind incentives. All this and more…
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