S&P Index at inflection points
Source: J.P.Morgan Asset Management, as of Feb. 28, 2017
Tags: Fedor Sannikov, investments, J.P. Morgan Asset Management, S&P, S&P 500, S&P 500 intra-years declines, S&P 500 valuation, US stock market
English | fedo2272 | 
March 4, 2017 04:14 | 
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2008.
S&P: -38,5%
Dow Jones: -33,8%
Nasdaq: -40,5%
No one industry was in positive territory by performance in 2008.It looks like biotechnology industry not much depends on general market movements. This industry is popular among investors in 21st century. The index BTK declined 17,72% in 2008 which is the lowest negative performance among the economy. Read more »
Tags: biotechnology, Dow Jones, Fedor Sannikov, Nasdaq, performance, S&P, Федор Санников
English | fedo2272 | October 7, 2012 17:14 | Comments (0)
The graph below is taken from Montier’s 2002 study. It shows evidence of returns compared with the average forecast of analysts (the so-called “consensus forecast”). Analysts as a group, change their opinions regarding the dynamics of returns only when the changes have already occurred. Lag time when the analysts “came around” is distinctly seen, starting from the time indicated by the oval. Morals in a bull market: “Don’t confuse brains with a bull market”. Morals in any market: “Count only on yourself. Save your self-respect – don’t listen to the analysts”.
Tags: bull market, Fedor Sannikov, forecast, Montier, S&P, Федор Санников
English | fedo2272 | May 22, 2012 11:36 | Comments (0)
Tags: Barclays, Fedor Sannikov, S&P, WSJ, Федор Санников
English | fedo2272 | 11:32 | Comments (0)
График ниже взят из исследования Монтьера 2002 года. Он показывает фактические данные по прибыли в сравнении со средним прогнозом аналитиков (так называемый “консенсус-прогноз”). Аналитики, как группа, меняют свои мнения о динамике прибыли лишь тогда, когда изменения уже произошли. Лаг времени, когда аналитики “очнулись”, четко прослеживается, считая от времени, обозначенного овалом. Мораль на бычьем рынке: “Don’t confuse brains with a bull market”. Мораль на любом рынке: “Рассчитывай только на себя. Аналитиков слушать – себя не уважать”.
Tags: bull market, Fedor Sannikov, S&P, Монтьер, прогноз, Федор Санников
in Russian | fedo2272 | May 21, 2012 20:19 | Comments (0)
Tags: Barclays, Fedor Sannikov, S&P, WSJ, Федор Санников
in Russian | fedo2272 | May 16, 2012 13:19 | Comments (0)
Corporate reporting for the 1st quarter of 2012 has started. But in terms of investments, there is something wrong with the graph 
Tags: corporate revenues, Fedor Sannikov, reporting season, S&P, US stock market, Федор Санников
English | fedo2272 | April 17, 2012 14:35 | Comments (0)
Сезон корпоративной отчетности за 1 квартал 2012 года стартовал. Но с точки зрения инвестиционной теории на графике что-то не так.:)
Tags: Fedor Sannikov, S&P, прибыли корпораций, сезон отчетности, Федор Санников, Фондовый рынок США
in Russian | fedo2272 | April 12, 2012 10:49 | Comments (0)
January 30, 2012
EU summit reached two results, first, 25 countries agreed to sign the financial contract, strict control of the budget; two completed ahead of schedule 7 is to determine the current crisis of 500 billion euros “firewall.” 130 EU summit held on to progress the establishment of a fiscal union, the United Kingdom Read more »
Tags: EU summit, European stability mechanism, Fedor Sannikov, LTRO, S&P, World Economic Forum, Федор Санников
in Russian | fedo2272 | February 5, 2012 16:49 | Comments (0)
Tags: Fedor Sannikov, growth, S&P, Федор Санников
English | fedo2272 | January 30, 2012 09:21 | Comments (0)
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