January 28, 2021

Whats Poppin

Emerging market stocks are up 16% since the beginning of June, versus a 5% rally for Europe and just 3% for the S&P 500. It’s a very short time frame and not particularly meaningful for most investors, but could it be the start of something larger? China, Japan and most European countries have handled their pandemic responses better than the US federal government. Their economies are mostly reopened while our ...

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Whats Poppin

Emerging market stocks are up 16% since the beginning of June, versus a 5% rally for Europe and just 3% for the S&P 500. It’s a very short time frame and not particularly meaningful for most investors, but could it be the start of something larger? China, Japan and most European countries have handled their pandemic responses better than the US federal government. Their economies are mostly reopened while our ...

The post Whats Poppin appeared first on The Reformed Broker.

Verizon Communications Inc. (VZ) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Verizon Communications Inc. (VZ). Below are some highlights from the above linked analysis: Company Description: Verizon Communications Inc. is the largest U.S. wireless carrier, Verizon also offers wireline and broadband services primarily in the northeastern U.S. Fair Value: In calculating fair value, I consider the NPV MMA Differential Fair

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Who are you talking to?

Who are you talking to? I’ve been thinking a lot about “audience” these days. Who am I talking to? Who do I want to be talking to? It’s probably the first question you should be asking yourself before expending any time or energy on a particular project or service or product. I’ve been careless about the question of audience over the years. Like most people, my initial assumption had always b...

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It Depends

Stock market valuations may not make sense to a lot of people right now but valuations often don’t matter much in the short run. Take a look at the average one-year returns for the S&P 500 from various starting CAPE ratios going back to 1926: Lower than average valuations show substantially higher average returns but the average one-year returns are actually better for the higher than 25 and 20 to 25 levels tha...

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“Just because you’re buying stock, doesn’t mean you’re an investor”

Get The Compound delivered to your inbox! Josh here – in the mid 1960’s, investors decided that there was a group of fifty growth stocks whose outlook was so bright that it didn’t matter what price you paid for them, as long as you were buying. By the early 70’s, they were learning a critical lesson about starting valuation – McDonalds, Coke and Procter & Gamble did indeed have a very br...

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Animal Spirits: The Future of Education

This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The 2 types of investment mistakes Hangovers and sunburns The utter domination of large firms in the stock market this year Why real estate prices are only falling in big cities Why isn’t Tesla in the S&P 500 y...

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Space Jam

Why did Warren Buffett do a complete about-face on the airline stocks and sell them at prices significantly below where he had been accumulating them just a few weeks before the pandemic? It’s obviously not because he panicked. Panic isn’t even in the Oracle’s repertoire. It might be because the world had so significantly changed that the classical recession playbook – buying assets in distress and...

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