Graph : 1

74% countries are now in bull run !! (10th June 2020)

Graph : 2

Looks like we are in the last leg of concentrated momentum stocks growth. Next decade may be  good for broad level diversified  markets

Graph : 3

Markets are slave of Corporate earnings. The red line in chart above is the profit margins of S&P 500 companies. White line is the S&P500 index. The way S&P 500 has jumped back perhaps shows that studying fundamentals is a futile exercise ! Dangerous !!

Graph : 4

( image courtesy crossborder capital)

Still scratching your head… don’t

Still searching for the reason … look at the chart

Enjoy till it lasts or who knows central banks will make all of us rich by just taking the yellow line higher and higher

Graph : 5

The path of Value’s relative plunge vs Growth stocks is a story of structural trends, cyclical downturns, and a one-off shock. But when/how could this turn. The story is very true for India too .

Graph : 6

Will the Big Rotation happen now ….with Dollar Weakness


By Sameer Rastogi

18 years of experience, PG in Finance and has delivered Wealth Management lectures at IIM Lucknow, IBS Gurgaon and IIPM Delhi. Contributed to various newspapers. Strength – Application of Economic fundamentals to Investment

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