Chart of the Day: If risk rises, a better alternative to gold could be commodities. Slowing economies, especially emerging markets, caused commodity price fall. Risk is that the whole world slows.
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Chart of the Day: First risk is that US rates rise and Trump is unable to jump start corporate profits. Second is that inflation gets out of control causing Fed to raise more aggressively. If both happened, then gold could be attractive.
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Chart of the Day: Malaysia appears to be a less attractive market these days. Low ROE of 9.7% and high PE of 16.3x. Growth forecasts are low. The good news, volatility is low.
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Malaysia has low ROE relative to the world and looks expensive on a PB basis given the low ROE. Earnings and price momentum are both low. Good news is that risk is low.
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Chart of the Day: For nearly 10 years bonds outperformed stocks; driven by steady fall in interest rates. Rising interest rates would be bad for both asset classes unless the Trump administration can jump start corporate profits.
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D&L Industries Incorporated is a Philippines-based company doing product customization and specialization in food, plastics and aerosols. Profitable Growth has been World Class for most of the last five years, except for a dip to #2 in 2013.
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In our Top 5 this week, we run through the worst word pairings for investors, examine management fees, and look at how to improve your decision-making process. All this and more…
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Chart of the Day: Rally was partially fueled by near-zero interest rates. Without a sustainable rise in profit margins US stock market rally could be finished.
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Chart of the Day: The US stock market is now up 215%. Of the last three stock market rallies, this is the longest at 97 months and it is about to be the highest.
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Chart of the Day: Relatively low US profit margin means there is a chance for profit recovery. But for now, stock prices don’t seem to be supported by earnings.
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