Joerg Mayr
@joergmayr.bsky.social
Investment analyst, 25+ years of professional experience in London, Frankfurt, Vienna. My passion: Relevant financial information and profitable investments.
Happy St. Patrick‘s Day!
BTW one of the best days of the S&P 500 on average since 1950!
Source: Ryan Detrick
BTW one of the best days of the S&P 500 on average since 1950!
Source: Ryan Detrick
March 17, 2025 at 2:52 PM
Happy St. Patrick‘s Day!
BTW one of the best days of the S&P 500 on average since 1950!
Source: Ryan Detrick
BTW one of the best days of the S&P 500 on average since 1950!
Source: Ryan Detrick
This time it’s different. For sure. 🫣
January 11, 2025 at 8:12 AM
This time it’s different. For sure. 🫣
Top Ten Holdings in Country ETFs.
Sure, S&P 500 is quite concentrated, but look at Spain, Italy or Switzerland!
Sure, S&P 500 is quite concentrated, but look at Spain, Italy or Switzerland!
January 10, 2025 at 6:00 PM
Top Ten Holdings in Country ETFs.
Sure, S&P 500 is quite concentrated, but look at Spain, Italy or Switzerland!
Sure, S&P 500 is quite concentrated, but look at Spain, Italy or Switzerland!
Since then, the S&P 500 skyrocketed +47%.
Don’t predict, do your asset allocation!
Don’t predict, do your asset allocation!
November 30, 2024 at 8:37 AM
Since then, the S&P 500 skyrocketed +47%.
Don’t predict, do your asset allocation!
Don’t predict, do your asset allocation!
Energy equities are currently trading at a significant discount with a P/B ratio of 1.7x compared to the S&P 500's 5.1x, highlighting potential value opportunities for long-term investors.
Source: Guinness Global Investors
Source: Guinness Global Investors
November 26, 2024 at 1:36 PM
Energy equities are currently trading at a significant discount with a P/B ratio of 1.7x compared to the S&P 500's 5.1x, highlighting potential value opportunities for long-term investors.
Source: Guinness Global Investors
Source: Guinness Global Investors
US Leading Economic Index (LEI) continues to fall, dropping 0.4% in October 2024, down 2.2% over six months. Weak new orders, rising unemployment claims, and reduced manufacturing hours signal challenges ahead. CEI stable, recession not yet imminent. #Economy #LEI #USMarkets
Source: Conference Board
Source: Conference Board
November 24, 2024 at 7:18 PM
US Leading Economic Index (LEI) continues to fall, dropping 0.4% in October 2024, down 2.2% over six months. Weak new orders, rising unemployment claims, and reduced manufacturing hours signal challenges ahead. CEI stable, recession not yet imminent. #Economy #LEI #USMarkets
Source: Conference Board
Source: Conference Board
S&P 500 up >20% in 2 consecutive years…..happened only 4 times in history.
And this is what the 3rd year looked like.
Source: BofA
And this is what the 3rd year looked like.
Source: BofA
November 24, 2024 at 6:58 PM
S&P 500 up >20% in 2 consecutive years…..happened only 4 times in history.
And this is what the 3rd year looked like.
Source: BofA
And this is what the 3rd year looked like.
Source: BofA
𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 𝗘𝗠 𝗘𝗾𝘂𝗶𝘁𝘆 𝗻𝗼𝘄?
EM equities are at a level relative to US equities last seen in the early 2000s - shortly before a strong phase of EM outperformance began.
www.joerg-mayr.com
Source: Topdown Charts www.topdowncharts.com
EM equities are at a level relative to US equities last seen in the early 2000s - shortly before a strong phase of EM outperformance began.
www.joerg-mayr.com
Source: Topdown Charts www.topdowncharts.com
November 19, 2024 at 3:43 PM
𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 𝗘𝗠 𝗘𝗾𝘂𝗶𝘁𝘆 𝗻𝗼𝘄?
EM equities are at a level relative to US equities last seen in the early 2000s - shortly before a strong phase of EM outperformance began.
www.joerg-mayr.com
Source: Topdown Charts www.topdowncharts.com
EM equities are at a level relative to US equities last seen in the early 2000s - shortly before a strong phase of EM outperformance began.
www.joerg-mayr.com
Source: Topdown Charts www.topdowncharts.com