…COVID-19 crisis. To correct for that, I could use a forward PE, but then I have the problem that analyst estimates are notoriously unreliable, and that is likely especially true…
Search Results for: covid-19
The Virus Fight and Wall Street Quants
…the article notes, adding that a consortium (which includes the White House) is “calling for artificial intelligence experts to help unearth insights from the growing stockpile of Covid-19 research.” Hedge…
Seven Mind-Blowing Charts from the COVID-19 Crisis That Deserve Your Attention
…and Behavioral Shifts The impact of COVID-19 and the related shutdown has been vast, both on our daily lives and on our behaviors. The chart below, a modified version taken…
Excess Returns, Ep. 22: A Look at the Impact of COVID-19 on Value Investing
…occurring might tell us very little about what it will look like after. The current situation with COVID-19 might be the most significant situation of this type that any of…
Has the Stock Market Become a Value Trap?
“It remains to be seen whether Covid-19 is coming under control. When it comes to valuations, though, the optimists may well have fallen into a trap.” This according to a…
Excess Returns, Ep. 21: Interview: Psychology and COVID-19 with Dr. Daniel Crosby
In this week’s episode we shift gears a little from our usual investing focus. We wanted to spend some time talking about the current COVID-19 crisis and its impact on…
A Look at the Impact of COVID-19 on Value Investing
…The current situation with COVID-19 might be the most significant situation of this type that any of us will experience in our investing lifetimes. If I am trying to value…
Eight Financial Strategies to Consider During the COVID-19 Shutdown of 2020
…Beneficiaries The number of people effected by the health threat posed by COVID-19 continues to grow. Even for those who don’t become seriously ill, there are wide ranging impacts from…
JPM: The Worst Might Be Over for Stocks
…COVID infection rates, recession-like pricing across financial markets, a reversal in investor positioning and extraordinary fiscal stimulus.” The note concluded that “most so-called risk assets (typically stocks) have seen their…
Excess Returns, Ep. 18: Interview: Value Investing with Tobias Carlisle
…The impact of the COVID 19 crisis on value stocks Whether value is broken on a long-term basis. We hope you enjoy the interview. Watch on YouTube Apple Podcasts All…