Tag: EM ex-China

Are the Stock and Bond Markets Jonesin’ for a 2001 – 2002 Repeat ?

January 17, 2022 Brian Gilmartin Leave a comment

Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…

Posted in: 2022, annual return, Emerging Markets, Oakmark International, Uncorrelated Assets Filed under: EM ex-China

SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower
SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

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