Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

Posted in: Best of, Careers, Coronavirus, Value Factors, Economics, Equity Investments, History and Geopolitics, Leadership, Management and Communication Skills, Performance Measurement and Evaluation, Philosophy, Portfolio Management, Risk Management , Standards, Ethics and regulations (SER )

1. The Revised Buffett Indicator: Market Cap to GDP and Valuations

How useful is the Buffett indicator really? Navin Vohra, CFA, shares his analysis.

2. GameStop or: Why Short Sellers Win

GameStop’s short sellers could have exited the market, observes Joachim Klement, CFA. But don’t think for a minute that they are licking their wounds with defeat.

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3. Beware of the bubble? The US market capitalization/GDP ratio

Buffett’s indicator is flashing red and has been for some time, so the watchword is caution, writes Dhruv Goyal, CFA.

4. Busting myths: printing money must create inflation

Shouldn’t all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not. Nicolas Rabener looks at the data.

5. Aswath Damodaran on the Crucible of COVID: A Play in Three Acts

“In most crises, young companies suffer at the expense of old companies, risky companies are hurt more than risk-free companies,” Aswath Damodaran said late last year. “This crisis seems to have flipped the script.” Paul McCaffrey considers Damodaran’s ideas.

6. Capitalism is dead, long live debt

Should a loan that is not intended or required to be repaid be considered debt or equity? Sebastien Canderle assesses the unusual modern trajectory of capitalism.

7. Down the Rabbit Hole: A Cryptocurrency Primer

Bitcoin and cryptos aren’t right for every investor, but the world of digital assets may be more than just a passing fad. A team of PNC collaborators explains it.

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8. Myth busting: Low rates don’t justify high ratings

According to Nicolas Rabener, lower interest rates cannot in fact lead to higher P/E ratios.

9. “Your Network is Your Net Worth”: Seven Tips to Boost Your Career

Your social capital grows as the people you help today advance their careers and move into higher positions tomorrow, Eric Sim, CFA, offers some lessons on how to be a better networker.

10. Eric Sim, CFA: The Diversified Career Portfolio

Diversification is as critical to career portfolios as it is to investment portfolios, and few career paths demonstrate it as well as that of Eric Sim, CFA, observes Paul McCaffrey.

Honorable Mention: While we historically haven’t included book reviews when calculating our top stats of the year, Robert N. Farago, ASIP’s review of Valuation: measuring and managing the value of companies7th Edition, by Tim Koller, Marc Goedhart, and David Wessels was our most popular book review.

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All posts are the opinion of the author. Therefore, they should not be construed as investment advice, nor do the views expressed necessarily reflect the views of the CFA Institute or the author’s employer.

Image credit: ©Getty Images/Drew Angerer/String

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Tags: Aswath Damodaran, Bitcoin, Buffett Indicator, Coronavirus, cryptoassets, cryptocurrencies, economic history, GameStop, inflation, interest rates, Myth-Busting, networks, valuations, Warren Buffett

Paul McCaffrey

Paul McCaffrey is the editor of Entrepreneurial investor at the CFA Institute. He previously served as a publisher at the HW Wilson Company. His writing has appeared in Financial planning i DailyFinance, among other publications. He holds a BA in English from Vassar College and a MA in Journalism from the City University of New York (CUNY) Graduate School of Journalism.

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