I don't understand the post in the Community Forum - is this SWR Research group going away ?
Any other place to resume this work ?
Thanks !
Search found 19 matches
- Fri Mar 25, 2005 7:02 am
- Forum: SWR Research Group
- Topic: Is this board gong away ?
- Replies: 2
- Views: 15323
- Sun Mar 13, 2005 5:17 am
- Forum: SWR Research Group
- Topic: Do you believe this international SWR data ?
- Replies: 3
- Views: 13631
Do you believe this international SWR data ?
Found an interesting table and article. This table esimates performance of various mix of domestic / international stocks: http://www.fundadvice.com/FEhtml/InvestingBasics/9903/table2.html Here's the base article and another table: http://www.fundadvice.com/FEhtml/InvestingBasics/9903/9903.html http...
- Fri Mar 04, 2005 12:57 pm
- Forum: SWR Research Group
- Topic: Something to look forward to.
- Replies: 25
- Views: 42959
- Thu Feb 17, 2005 3:02 pm
- Forum: SWR Research Group
- Topic: More on Rebalancing
- Replies: 10
- Views: 20036
- Sun Feb 06, 2005 5:17 am
- Forum: SWR Research Group
- Topic: Valuation-driven, contrarian investing
- Replies: 30
- Views: 48042
- Sat Feb 05, 2005 8:41 am
- Forum: SWR Research Group
- Topic: Valuation-driven, contrarian investing
- Replies: 30
- Views: 48042
- Wed Feb 02, 2005 3:19 pm
- Forum: SWR Research Group
- Topic: Switching: Help a New Member
- Replies: 26
- Views: 33300
I thought the average historical PE was closer to 16 ? Also I read somewhere (Jeremy Siegel ?) that an average PE these days should be expected to be a little higher than PE's 20-40 years ago -- because there's more liquidity, more public information, and tighter accounting -- so one should pay a sl...
- Tue Jan 25, 2005 5:52 pm
- Forum: SWR Research Group
- Topic: Any FIRE calcs with International market historical data ?
- Replies: 14
- Views: 15655
- Tue Jan 25, 2005 1:41 pm
- Forum: SWR Research Group
- Topic: Any FIRE calcs with International market historical data ?
- Replies: 14
- Views: 15655
Well got an "up day" - finally I can sleep tonight....
Here's the link to the Goldman Sachs "BRIC" report - it is just boggling to me the possible changes in "global economic landscape".
http://www.gs.com/insight/research/reports/99.pdf
Here's the link to the Goldman Sachs "BRIC" report - it is just boggling to me the possible changes in "global economic landscape".
http://www.gs.com/insight/research/reports/99.pdf
- Tue Jan 25, 2005 3:26 am
- Forum: SWR Research Group
- Topic: Any FIRE calcs with International market historical data ?
- Replies: 14
- Views: 15655
Thanks for above posts - great responses. There was a Goldman Sachs study in 2004 on BRIC economies (Brazil Russia India China) - I'll try to find/post link. If only 1/2 of the current growth rates of those economies continues, many of these countries will overtake the majority of the G7 economies i...
- Mon Jan 24, 2005 4:36 pm
- Forum: SWR Research Group
- Topic: Any FIRE calcs with International market historical data ?
- Replies: 14
- Views: 15655
Any FIRE calcs with International market historical data ?
I'm wondering if any research has been done on a "magic counter-cyclical" international portfolio of stocks - and how that might have improved returns or reduced cyclicality over the last 20+ years. Or maybe reduced returns and increased volatility..... There's been a lot of great analysis...
- Sun Jan 02, 2005 11:20 am
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29815
Does everyone agree that PE10 is the best measure ? Seems to me like averaging earnings over 10 years is too long - that's a couple of business cycles. I agree that earnings swing too much - and should be averaged. But if they're averaged over too long a period they distort the current trend - corre...
- Fri Dec 31, 2004 9:35 am
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29815
- Thu Dec 30, 2004 1:51 pm
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29815
- Wed Dec 29, 2004 1:26 pm
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29815
- Wed Dec 29, 2004 1:10 pm
- Forum: SWR Research Group
- Topic: P/E10's for International Markets
- Replies: 9
- Views: 10606
- Tue Dec 28, 2004 1:24 pm
- Forum: SWR Research Group
- Topic: P/E10's for International Markets
- Replies: 9
- Views: 10606
P/E10's for International Markets
I'm trying to better understand International market valuations versus USA. Does anyone know where "equivalent" P/E10's (or regular current PE's) exist for various International markets ? I thought I read somewhere recently that: - Asian market PEs's are now averaging 11 - Europe market is...
- Tue Dec 28, 2004 9:32 am
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29815
- Tue Dec 28, 2004 5:55 am
- Forum: SWR Research Group
- Topic: Over Valued?
- Replies: 32
- Views: 29815
New to this board. What an interesting (and scary) discussion. I'm no expert, but it is hard to defend current valuations - with huge downside potential and limited-at-best upside What's the best next course ? Are International equities/debt the answer ? Any good websites/discussions to learn more ?...