Evidence Based Investing

Japanese Equities Continue to Gain as the Economic Outlook Brightens

cjenners — Mon, 13 May 2013 00:51:12 +0000

Japanese stocks keep going up. Shinzo Abe was elected Prime Minister of Japan in 2012 and has brought with him radical new proposals and changes that have spurred the stagnant Japanese stock market, at least for the time being. Abe ...

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The Japanese Nikkei Responds to Government Easing

cjenners — Sat, 19 Jan 2013 05:59:18 +0000

Japan’s recently elected Prime Minister, Shinzo Abe, has been quick to condemn past Japanese government’s for ” for not pressing the Bank of Japan to conduct enough monetary easing steps to fight the country’s prolonged deflation.” Abe is pushing the ...

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Housing Construction Continues to Climb

cjenners — Sat, 19 Jan 2013 05:53:33 +0000

Housing may be helping to lead the way as the U.S. economy is recovering from the worst financial crisis is decades. Household formation and low new home inventory is stimulating construction of new homes in the U.S. ...

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MIT and the BLS Report That Inflation Remains Low

cjenners — Sat, 19 Jan 2013 05:38:25 +0000

The latest Bureau of Labor Statistics (BLS) Consumer Price Index (CPI) reports a YoY inflation rate of 1.7%: I often run into individual’s who are skeptical that the BLS’ CPI accurately reflects inflation in the United States. Skepticism is good, ...

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An Examination of Bull Markets

cjenners — Sat, 27 Oct 2012 08:24:46 +0000

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Equity Trading Volume Continues to Plummet

cjenners — Sat, 08 Sep 2012 06:09:32 +0000

Total equity trading volume in the U.S. has been falling since mid-2010. The 180-day moving average is now at half the level it was in mid-2010. US total exchange volume 180-day moving average (MM ...

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The Odd, Slightly Negative Correlation Between GDP Growth and Stock Market Returns

cjenners — Thu, 16 Aug 2012 04:30:14 +0000

Stock Market Returns and GDP Growth, 1900-2000 What’s going on here? It seems that stock market returns are not impacted by yearly GDP growth. In fact, it seems that there may even be a slightly ...

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The Best and Worst Performing Asset Classes of the Past Five Years

cjenners — Tue, 14 Aug 2012 02:35:27 +0000

It’s been five years since the beginning of the “financial crisis”. Bear Stearns was bought by JP Morgan in March 17th, 2008, Lehman Brothers filed for chapter 11 bankruptcy on September 15th 2008, and on September 16th, 2008, the Federal ...

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Australia’s Financial Sector is Now Larger than the Entire Eurozone’s

cjenners — Tue, 14 Aug 2012 02:17:17 +0000

I feel like I’m taking crazy pills. Is the market capitalization of Australia’s financial services industry now larger than Europe’s? Yes, it is. Is this crazy? Yes, it is. Europe’s GDP is $17.5 trillion, while Australia’s is just under $1 ...

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Market Participants Think the U.S. Housing Market is in Recovery

cjenners — Mon, 06 Aug 2012 03:10:04 +0000

Take a look at this graph from J.P. Morgan. It shows the Year-to-Date return of sectors in J.P. Morgan’s High Yield Bond Index. You’ll note that bonds issued by companies in the housing sector have appreciated more than any other ...

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