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

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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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