Thailand Equity FVMR Snapshot: “Thailand in your hand—every week.” This product is a weekly update on the Thai markets. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk—FVMR. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on Thai equity.
Read More
My recent time in Korea refreshed my mind about the beauty of Asia—the contrasts. Being a financial analyst at heart, I was searching for answers to questions, such as: Why has the Korean stock market been so cheap, for so long? Is this going to reverse (Providing a great buying opportunity)? My short answer: Small changes are coming, but don’t expect the structure of society to change; and, like the Thai smile, expect the “Korea Discount” to remain for the near future.
Read More
Despite last week’s Bloomberg data, many are still asking if we are in a bear market? Check out our top 5 articles this week for the answer
Read More
When the markets seem a bit more uncertain than usual, and you are bombarded on all sides with cascades of information about what’s going to happen next; it is important to trust yourself and your own judgment. To achieve this means that you must know yourself; as Benjamin Graham said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.”
Read More
Global equities entered a bear market last week according to Bloomberg data. Fearmongers building a “Tower of Babel” continue to predict the worse, so Babinow collected some alternative perspectives for you.
Read More
This A. Stotz academic-style research focus on trying to understand the impact of being out of the Korean market on either the best or the worst days. We also look at clustering trying to figure out why you would be out of the market on those days. Missing only The 10 Best or Worst Days can have huge impact on your terminal wealth.
Read More
Korea Equity FVMR Snapshot: “Korea in your hand—every week.” This product is a weekly update on the Korean markets. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk: what we call “FVMR”. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on Korean equity.
Read More
In the trade-off between simplicity and precision, I choose simplicity. I have more than 20 years of experience in the financial industry. First as an analyst, then as Head of Research. Over those decades, my thoughts on the trade-off between simplicity and precision have, to put it mildly, evolved. These days I love to keep it simple!
Read More
China Equity FVMR Snapshot: “China in your hand—every week.” This product is a weekly update on the Chinese markets, including companies listed as A-, B-, and H-shares. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk: what we call “FVMR”. Get this proprietary information in your inbox every Monday and you’ll always be up to speed on Chinese equity.
Read More
In the Top 5 this week: Correlation doesn’t imply causation and people are as primal and instinctive in the stock market as they are in life. Remember that panics and banking crises are the rule, not the exception we believe. Learn how asset managers are taking advantage and peddling colorful investing juju and discover what the seven deadly sins have to do with investing.
Read MoreAS SEEN ON:
