S&P 500 sopravvalutato ?

[xeres]

 

[xeres]

 

[Leite]

quanto "rendono" gli indici:
Your Personal Newspaper - PDF Newspaper

 

[nullapiu']

Leite il link non mi si apre....

 

[xeres]

quanto "rendono" gli indici:
Your Personal Newspaper - PDF Newspaper

Il peso degli Usa al 42% circa, che si vede nel grafico, corrisponde anche con questo articolo.

The world has witnessed a formidable rise in global equity markets since 2003, reaching a staggering total market capitalisation of $109 trillion in 2023. The U.S. reigns supreme, holding a 42.5% share of this massive market, significantly outpacing the European Union, its nearest competitor.

Understanding Market Capitalisation: A Glance At The $109 Trillion Global Stock Market

Non torna con MSCI ACWI all cap (79 T$) dove gli Usa sono al 62% così come nell' FTSE All-World Index (71 T$) sempre al 62%.

https://www.msci.com/documents/10199/f7349d88-8c6f-46dc-bf0d-f2e02e1f5be5
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjvqveBjoKFAxVQ3wIHHbgXAzQQFnoECBEQAQ&url=https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?issueName=AWORLDS&isManual=False&usg=AOvVaw1GS0S43Nke2h1ioqpCXYS2&opi=89978449

Suppongo che la differenza di circa 30T$ di capitalizzazione (109-79) sia dovuta al fatto che ci sono molti mercati che non sono totalmente accessibili per gli investimenti stranieri o non raggiungono i criteri di liquidità per poterci investire.

 

[xeres]

Questo grafico è più realistico.

 

[xeres]

https://twitter.com/x/status/1773172173147983978

 

[xeres]

 

[xeres]

 

[xeres]

 

[xeres]

https://twitter.com/x/status/1773414392140300505

 

[nullapiu']

Grazie Xeres

 

[xeres]

 

[xeres]

Since October 2023, the S&P 500 has added almost $11 TRILLION in market cap.That's more than 4 TIMES the value of the Canadian stock market added in 5 months.$11 trillion in market cap is also the same value of China's entire stock market.

https://twitter.com/x/status/1775899159805214902

 

[xeres]

 

[xeres]

 

[xeres]

On average since 1970, the S&P 500 has done better 1, 3, and 5 years after making an all-time high than picking a random day.

Don't Be Afraid - The Irrelevant Investor

 

[xeres]

Source: Robert Shiller, Yale University, and Meketa Investment Group. Data is based on monthly returns and Cyclically Adjusted P/E ratio on S&P 500 Index for the period from January 1980 through December 2023

https://mcusercontent.com/6750faf5c...tm_medium=referral&utm_campaign=electravision

 

[xeres]

https://twitter.com/x/status/1780253560556404797

 

[Leite]

OT sul mercato svedese:
https://archive.is/2603K