earnings

With a new CEO comes a new strategy

With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?

Aoris Investment Management CIO, Stephen Arnold, shares his views on markets and the Aoris process in his Annual Letter to investors.

Investors must be aware that the numbers they're using in analysis could well be inflated by simple accounting manipulation. See how to spot it.

Price to Book Discount: The price to book ratio for Asia Ex-Japan equities has dropped to among the cheapest readings of the past 2 decades. Indeed, Asian equities...

Small Cap Equity PE10 Valuations: US small cap stocks have experienced a decent reset in valuations, with the S&P 600 PE10 ratio dropping almost -40% from the peak....

Forward PE Ratios — Real Cheap (but for real?): We have seen a major move in forward PE ratios across countries this year. The median forward PE ratio across...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

The MSCI World index has rallied around 16% from its mid-June lows. The S&P 500 and NASDAQ have fared even better, up 19% and 25% respectively from their June lows....

In this wire, I’m going to argue that you should more or less ignore the earnings reports that are currently hitting the ASX. As you know, reports are coming in for...