Sunday, 22 October 2017

Stories we should be thinking about

Stories we should be thinking about

It has been a bull market for a while - and hence everyone thinks they are a genius - as nicely shown in this chart highlighted by @callum_thomas...

...see what I mean?:

Global stocks hit fresh high at 88.5tn (equal to 116% of global GDP) 30yrs after crash of 1987 as the Trump reflation trade in back en vogue

(h/t @Schuldensuehner)

So valuations are full and the importance of knowing what you are investing in and why cannot be underestimated.  Still as @jsblokland observes in the charts below, the one current great advantage of stocks versus bonds is the big pick-up yield in favour of the former:


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