The U.S. market has had the strongest run around the world since the GFC, especially in 2018. Supported by robust earnings growth, valuations have moved up more than they have in other markets. Show More
us stockmarket
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically Adjusted Price to Earnings) ratio would look like if you excluded the impact of the crash in earnings during the financial crisis. The bottom line is... Show More
There has been a huge trade over the last three years for Australian retirees buying unhedged international, particularly US equity market exposure, and taking advantage of the fall in the Aussie dollar and the rise in international equities. But I was reading a Listed Investment Company (LIC) report this week... Show More
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US stockmarket - parallels with 2007. QMG has provided a technical analysis based warning to clients relating to the unsustainability of the current US rally, specifically highlighting the parallels between the broad rally that commenced in early 2009, to the rally that occurred between late 2002 and late 2007. This... Show More
Parallels with 2007 - in relation to the US stockmarket. Last week QMG provided a technical analysis based warning to clients relating to the unsustainability of the US rally, specifically highlighting the parallels between the broad rally that commenced in early 2009, to the rally that occurred between late 2002... Show More