Hints and tips:
...Thus only a fraction of overall AUM is deployed in strategies that have a direct impact on the VIX® index (e.g. 1-month over/underwriting strategies on the S&P 500 index)....
...Let’s look at the S&P then, right? So you’ve got to be big. You’ve got to be liquid for the S&P 500. You also have to have a certain number of quarters of profitability in order to get in....
...That could be what is happening in the p/e chart above. That would not necessarily signal the death of the size factor. One good read Sport gambling is proliferating in the US....
...30x P/E multiple is sustainable given rest of the index trades at 18x,” write Goldman’s David Kostin and team....
...I’m not sure....
...Ethan WuAnd just to put a finer point on it, the point here is it’s not enough to just look at headline p/e for the UK, headline p/e for the US and say, well, golly, there’s a huge discount here....
...That’s my replacement for the Schiller P/E or whatever people use as a measure of whether the market is fairly priced....
...I assume this thing has a, like an eye-watering valuation? Yeah. Anna MutohYes. So most of the analysts have a buy rating. There are few holds and sells. But one analyst has 130 times p/e....
...Alec Russell Turkey is a classic example of a middle power. It’s a member of Nato....
...Up until the Powell pivot in 2018-19 [when Jay Powell’s Federal Reserve switched from raising to lowering rates], tech wasn’t at a particularly substantial P/E premium relative to the market....
...The chart below shows the ratio between the S&P 500 and Russell 2000, where a rising line means small-cap outperformance....
...Last week I wrote this about the US stock market: Standard p/e’s are slightly above historical averages, the Shiller cyclically adjusted p/e ratio is very high and the equity risk premium is near a decade...
...Stocks that are members of the S&P 500 and of the Russell 2000 index, for instance, are priced at a 30-50 per cent premium relative to similar companies that aren’t. Now, what drove that wedge?...
...Nvidia’s forward P/E ratio, at 33, is well above the market’s, at 21. Bubble talk is everywhere. But so is the counterpoint that in terms of valuation multiples, Nvidia doesn’t look all that insane....
...E.g. “Great work on X and Y, I’ve been impressed with how you’re progressing....
...They’re not gonna be, you know, the big, blue-chip S&P 500 companies, right?...
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Now, one way of looking at whether a company is cheap or not is a calculation known as p/e....
...The Tyranny of Nostalgia: Half a Century of British Economic Decline by Russell Jones (London Publishing Partnership) This depressing but fundamentally realistic book describes in persuasive detail the...
...To a certain extent, bank shareholders are promised higher returns: bank stocks always trade at a meaty discount to the rest of the market on, for example, a p/e multiple basis (at present, the discount...
...Berkshire, which is the largest component in the S&P 500 value index, has fallen 6 per cent in 2022, far outperforming the 17 per cent decline in the benchmark S&P 500....
...But at 12.4mn b/d it’s still well-below the pre-pandemic highs. And the administration does not think last year’s growth rate will be repeated, forecasting a rise of just 250,000 b/d by next January....
...S&P executives tried to negotiate a licensing deal but never seemed to get anywhere. Without an agreement, they’d be buying a house without most of the land on which it was built....
...After falling some 85 per cent from its peak when I picked it (though to a still-rich 25 p/e multiple), I saw potential for a turnround by year’s end....
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