Showing posts with label S&P. Show all posts
Showing posts with label S&P. Show all posts
Friday, July 24, 2020

24/7/20: Bonds v Stocks: Of Yields, Investors and Large Predators

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Corporates are reeling from the COVID19 pandemic impacts, yet stocks are severely overpriced by all possible corporate finance metrics. Un...
Wednesday, May 6, 2020

6/5/20: S&P500 Earnings and Revenues Growth 1Q 2020

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With early effects of COVID19 pandemic in: Both charts via Factset.
Wednesday, January 15, 2020

15/1/20: S&P500 Historical Performance

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Via BAML and @tracyalloway, a chart plotting the distribution of annual returns on S&P500, 1872-2019: The stylised nature of this...
Tuesday, May 14, 2019

14/5/19: Trump's Trade Wars and Global Growth Slowdown Put Pressure on Corporate Earnings

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The combined impacts of rising dollar strength, reduced growth momentum in the global economy and President Trump's trade wars are dri...
Thursday, February 7, 2019

7/2/19: S&P on Irish Banks Outlook

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S&P on Irish banks outlook for 2019, with my comments included:  https://www.spglobal.com/marketintelligence/en/news-insights/trending...
Friday, January 12, 2018

12/1/18: S&P Global on Euronext - ISE Merger

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An S&P Global article on Irish Stock Exchange - Euronext merger. With quotes from myself included. Link here:  https://www.snl.com/int...
Friday, April 15, 2016

15/4/16: Corporate Finance, S&P500 and Bubble Trouble...

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Classical corporate finance tells us that companies should be valued on their earnings with past earnings being indicative of future earni...
Saturday, April 18, 2015

18/4/15: Fitch Postpones Russian Ratings Review on Improved Data

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As noted yesterday, both Fitch and S&P came out with (well, sort of came out in Fitch case) updated ratings for Russia. I covered S&am...
Friday, April 17, 2015

17/4/15: Conservative to a Surprising Degree: S&P Russia Ratings

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Two ratings agencies updated their ratings for Russia today. Here are some highlights: S&P first (Fitch later, so stay tuned): S&...