The Global Market Update
Douglas Tengdin, CFA is Chief Investment Officer at Charter Trust Company and author of the popular investment blog The Global Market Update. Tackling all things financial, economic, and investment-oriented. The Global Market Update has been in production since 2007. Through bubble-mania, market panics, irrational gloom, and new, new things, Doug tries to keep his head and his sense of humor.
Recent Blog Posts From Our Staff
As every stock picker knows, it’s hard to beat an index. This truth is demonstrated by a recent study from The Vanguard Group. See charts [...]
After bottoming in Q1 2016, S&P 500 operating earnings just posted a new record high. So what happens next? The chart below examines new record [...]
Check out the latest edition of the Charter Trust - Understanding Investment Journal. Click here to view this issue!
I’m no expert at Point & Figure charting, but I do find it useful for big-picture analysis. P&F charts focus mainly on price – or [...]
Call me lazy, but my market outlook is essentially unchanged since my Year Ahead report. Well, perhaps a few updates: U.S. equities continue to track [...]
After three years of rejection, MSCI has finally accepted China A-shares into its bellwether emerging markets index. http://www.reuters.com/article/us-msci-indexes-idUSKBN19B325?il=0 The move will be gradual, however, and [...]
After decades of preaching profit margin reversion, GMO’s Jeremy Grantham just recanted (pp. 9-16). His first-order evidence is presented in Chart 1 below. Something is [...]
A recent study from The Leuthold Group finds that most alpha claimed by factor investing occurs in bear market environments: We believe market phases or [...]