Articles written by
Pierre Mouton
Grafico del mese – L’enigma del calo dei corsi azionari nonostante gli utili in crescita
L’enigma del calo dei corsi azionari nonostante gli utili in crescita “In milioni hanno visto cadere una mela, ma soltanto Newton si è chiesto il perché.”” Bernard Baruch Apple e Nestlé sono due tra le numerose e apprezzate azioni large-cap ad aver registrato performance deludenti da settembre 2020, malgrado un…
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Gráfico do mês – O mistério da queda dos preços das ações apesar da subida dos resultados
O mistério da queda dos preços das ações apesar da subida dos resultados “Milhões viram a maçã a cair, mas Newton perguntou porquê.” Bernard Baruch A Apple e a Nestlé, entre muitas outras ações populares de grande capitalização bolsista, não registaram um bom desempenho desde setembro de 2020, apesar de…
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Gráfico del mes – El misterio de la caída de las cotizaciones a pesar de beneficios en aumento
El misterio de la caída de las cotizaciones a pesar de beneficios en aumento “Millones de personas vieron la manzana caer pero solo Newton preguntó el porqué” Bernard Baruch Apple y Nestlé, entre muchos valores populares de gran capitalización, no han tenido un buen comportamiento desde septiembre de 2020, a…
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Grafik des Monats – Warum fallen die Aktienkurse trotz steigender Gewinne?
Warum fallen die Aktienkurse trotz steigender Gewinne? “Millionen Menschen sahen den Apfel fallen, aber nur Newton fragte sich warum” Bernard Baruch Apple und Nestlé sowie viele andere bekannte Large Cap-Aktien, erzielten seit September 2020 trotz der allgemeinen Verbesserung des Marktes und positiver Gewinnmeldungen keine gute Performance: Apple verzeichnete zwischen September…
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Le graphique du mois – Le mystère de la baisse des actions malgré l’augmentation des bénéfices
Le mystère de la baisse des actions malgré l’augmentation des bénéfices “Des millions de personnes ont vu des pommes tomber, mais seul Newton s’est demandé pourquoi” Bernard Baruch Apple et Nestlé, à l’image de nombreuses grandes capitalisations très connues, affichent des performances boursières décevantes depuis septembre 2020, malgré des publications…
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Chart of the Month – The mystery of stock prices falling despite earnings increasing
The mystery of stock prices falling despite earnings increasing “Millions saw the apple fall, but Newton asked why.” Bernard Baruch Apple and Nestlé, among many popular large-cap stocks did not perform well since September 2020, despite a rising broad market and favorable earnings releases. Between September 2020 and February 2021,…
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Chart of the Month – «If you ask me anything I don’t know, I’m not going to answer» Yogi Berra
«If you ask me anything I don't know, I’m not going to answer» Yogi Berra And yes, here we go again with one of Yogi Berra’s insightful quote, which, this time, applies for the fate of the economy. It’s anybody’s guess today to give an indication of where the global…
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Chart of the Month – Nifty – But not fifty
Nifty - But not fifty In this strange and hectic year for markets, giving ammunition to both bulls and bears, eyeballing the top ten constituents of major equity indices gives an indication of what can be expected, and at what cost, for the coming months: in the table below, we…
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Cartoon of the Month – “Audentes fortuna iuvat” Fortune sides with him who dares
“Audentes fortuna iuvat”, Virgil Currency risk, volatility risk, downside risk, credit risk, liquidity risk, concentration risk, equity risk, key man risk, governance risk, geopolitical risk, duration risk, counterparty risk, disruption risk, opportunity risk, macro risk, regulatory risk, reputational risk, competitive risk …. And the list goes on…. Risk is inherent…
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Chart of the Month – Growth vs Value: there’s a risk in everything, so be prepared for ups and downs
Growth versus Value: there’s a risk in everything, so be prepared for ups and downs So here we go again with the never ending confrontation between the Growth guys and the Value guys: they both tell you that their philosophy is the surest way to make money in equities over…
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