thortsoninvesting.blogspot.com
Thorts on Investing: December 2011
http://thortsoninvesting.blogspot.com/2011_12_01_archive.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Thursday, December 29, 2011. 2011 Year End Preview. My Top or Bottom Analysis shows that the market is currently close to a median bottom as can be seen from the Dashboard, which is why I say we are in a potential buy area. 1 US house prices are not in an uptrend and many mortgagors are under water, so household credit growth is subdued. 2 there is wid...
thortsoninvesting.blogspot.com
Thorts on Investing: October 2011
http://thortsoninvesting.blogspot.com/2011_10_01_archive.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Saturday, October 29, 2011. All Ords - A Below Average Recovery. The Australian All Ords recovery since the 6 March 2009 bottom is below average, but in the recovery from the 1987 crash it got a lot worse from here. See the bottom of the page for methodology and disclaimers. In the chart below, which only covers trading days 471 to 810 since the bottom...
thortsoninvesting.blogspot.com
Thorts on Investing: January 2012
http://thortsoninvesting.blogspot.com/2012_01_01_archive.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Thursday, January 26, 2012. Ask your financial planner this! Here is a question to ask yourself, and your financial planner. Should my equity correlated asset allocation be the same after a huge 5 years bull market as it is after a 30% fall in the equity market? The bottom half is what the All Ords performance is like today. The chart above shows the h...
thortsoninvesting.blogspot.com
Thorts on Investing: March 2012
http://thortsoninvesting.blogspot.com/2012_03_01_archive.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Saturday, March 24, 2012. Market to GDP Ratios - Can Australia Soar? The chart on historical GDP growth alone is worth a look:. Http:/ www.gurufocus.com/modules/market-valuation/market-valuation.php? Does Market to GDP compared to the prior low show Australia will soar? Here is our current interest, the current ratio of Market to GDP ("M/G") compared t...
thortsoninvesting.blogspot.com
Thorts on Investing: Demographics, Dependency and PE ratios - An Introduction
http://thortsoninvesting.blogspot.com/2012/04/demographics-dependency-and-pe-ratios.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Sunday, April 8, 2012. Demographics, Dependency and PE ratios - An Introduction. Demographics is being examined by many as a principal driver of share prices. It also lends itself as a tool for sectoral analysis both in shares, business activities and in real estate. Broad investment principles based on demographics. 2 A population growing over the nex...
thortsoninvesting.blogspot.com
Thorts on Investing: Time to Rebalance? How to Gauge the Risk to My Equity Exposure
http://thortsoninvesting.blogspot.com/2015/03/time-to-rebalance-how-to-gauge-risk-to.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Monday, March 23, 2015. How to Gauge the Risk to My Equity Exposure. This post is about whether and when I should consider rebalancing my financial assets portfolio away from equities. No graphs at present. Gauging the Risk of a Bear Market. 1 The market has reached new highs recently (highest in voer 6 years) Check! And also 5 year growth rates! 9 Rob...
thortsoninvesting.blogspot.com
Thorts on Investing: Coppock Update for End of March
http://thortsoninvesting.blogspot.com/2012/04/coppock-update-for-end-of-march.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Monday, April 2, 2012. Coppock Update for End of March. Only Japan has given a BUY on the Coppock Indicator (in its domestic currency, Yen (JPY) . As at 30 March only the S&P and Nasdaq are not in negative territory and so not able to give an original Coppock BUY. From the summaries below (taken from a review on Incredible Charts Free Version. Brazil (...
thortsoninvesting.blogspot.com
Thorts on Investing: November 2011
http://thortsoninvesting.blogspot.com/2011_11_01_archive.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Saturday, November 26, 2011. Building Approvals Foreshadow Recession. Australian building approvals foreshadow recession within about 6 months unless there are significant changes to policy settings in the next 3 months. Note that the fall from the peak of monthly approvals figures in August 09 to September 2011 is almost 40%. Also note that 7 of the l...
thortsoninvesting.blogspot.com
Thorts on Investing: The All Ords is a Long Term Buy
http://thortsoninvesting.blogspot.com/2012/11/the-all-ords-is-long-term-buy.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Saturday, November 17, 2012. The All Ords is a Long Term Buy. I believe the Australian All Ordinaries is a long term buy for AUD investors. My 16 main reasons are:. Interest rates have begun falling and are regarded as likely to fall further as the mining and resource engineering construction boom begins to tail off. PE ratios do not reflect the fall i...
thortsoninvesting.blogspot.com
Thorts on Investing: Will History Rhyme with '88 to '93?
http://thortsoninvesting.blogspot.com/2012/11/will-history-rhyme-with-88-to-93.html
Thoughts on investing of a recently retired Australian who is a self funded retiree living off his superannuation. Market Condition - Medium Term Outlook. Saturday, November 17, 2012. Will History Rhyme with '88 to '93? While updating my spreadsheets today I was almost dumbstruck when looking at the long term BEV (birds eye view) chart of the All Ordinaries Index based on the data from Yahoo since 1984. Here is the chart that grabbed my attention:. How could this happen? A couple of ways:. 2 Lower intere...