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...In our view, this probably explains their strong re-rating (forward P/E of 27.2x), and why they are trading at a 110% premium to the STOXX 600 (13.0x)” wrote....
...So I ran some numbers on the S&P constituents, looking at valuation multiples, expected and historical growth rates, and various measures of return on capital....
...Looks like S&P Ratings doesn’t find “attestations” especially convincing, either....
...You can see it in this chart of the various tenors as a percentage of overall US stock market option volumes — ie S&P 500 index options, ETF options, and single-stock options....
...During that time, the S&P 500 is up about 150 per cent....
...For instance, just one tech company’s recent gains added the equivalent of the market capitalization of the bottom 100 companies in the S&P 500, and the size of the crypto market doubled since last fall....
...Wall Street’s benchmark S&P 500 was down 0.1 per cent in early trading in New York, as was the tech-heavy Nasdaq Composite....
...The S&P sits at 22 times earnings, the Russell at 27: not in a bubble, but expensive....
...News round-up Morgan Stanley accused of duping ECB with fake Frankfurt job title (FT) S&P Global close to acquisition of research platform Visible Alpha (FT) Carlyle in talks with London airport owner...
...We might see a relaxation of rules,” said Xavier Jean, south-east Asia corporate ratings lead at S&P Global....
...the performance of the S&P 500....
...various possibilities”, said Jonathan Masur, professor at the University of Chicago’s Law School....
...Business and consumer confidence also expanded with the closely watched S&P PMI survey indicating private sector activity grew at the fastest pace in eight months in January....
...Take a look at this: Strictly speaking, the Fidelity 500 Index Fund is not an ETF like State Street Global Advisors’ SPDR S&P 500 ETF Trust (or BlackRock’s iShares Core S&P 500 ETF or Vanguard’s S&P 500...
...As S&P Global Ratings put it late last year: “Higher-for-longer interest rates remain the key risk for real estate assets globally.” US Treasury secretary Janet Yellen is, reassuringly, on it....
...The US S&P 500 wobbled pretty significantly on this week’s hint from the Federal Reserve that it is in less of a hurry to cut interest rates than traders had hoped, but the index is still pinned close to...
...big index like the S&P 500....
...has outperformed the S&P 500, on the back of the Big Techs....
...But revenue is not the sole reason Meta’s share price is up 140 per cent in the year to date, comfortably outpacing the wider S&P 500 index. Cost- cutting is the real hero....
...It makes it impossible to diversify risks by tracking a broad index such as the S&P, but also tricky to be a stockpicker when only a small clique of stocks is performing well....
...However, debt rating agency S&P on Monday upgraded Ford to investment-grade, citing its improving margins and a cost reduction programme that will “more than offset higher labour-related costs”....
...“There are inconsistencies in the data set that was just released,” noted Louis Kuijs, head of Asia economics at S&P and a former World Bank economist in China....
...Here’s a (2022) chart from Bespoke that shows how stark the phenomenon is in US stocks. This uses the SPY ETF, but the results are the same for the actual S&P 500....
...Admittedly, you would have done even better in US stocks, given the 170 per cent rise in the S&P 500 over the decade....
...I divided the S&P into quintiles by year-to-date stock performance and then looking at various growth and profitability metrics within the quintiles....
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