“American Exceptionalism” in U.S. Stock Markets: and what Ruchir Sharma forgot to explain to me

https://acrobat.adobe.com/id/urn:aaid:sc:AP:860c0e68-c8f1-460d-a8ba-c8e4d85ecd57 Ruchir Sharma’s above Op-Ed piece in the London Financial Times ends with this grim foreboding : I would like to think perhaps Ruchir Sharma inadvertently forgot to add that America is also over-indebted as never, never seen before… The omission therefore begs the question : why are we seeing today the strange phenomenon ofContinue reading ““American Exceptionalism” in U.S. Stock Markets: and what Ruchir Sharma forgot to explain to me”

Difference between “Growth” and “Value” investing is the difference between the “Hare and the Tortoise”

A good friend of mine, Mr. V. Ranganathan of Chennai, a top-notch, astute financial and taxation expert, forwarded me the Infograph you see immediately below but without comment, possibly thinking that it was best for him to leave it all to me to figure out myself whatever I wished to make of it. Like myContinue reading “Difference between “Growth” and “Value” investing is the difference between the “Hare and the Tortoise””

New “irrational exuberance” of Bulls in the USA leaves Bears in the rest of the world cold…

The Earnings Per Share EPS is a financial metric that in one fell swoop tells owners of a company what the value of their shareholding in it is. It is calculated by taking the total Earnings (net profits after tax) and dividing it by the total number of shares held by owners. The higher theContinue reading “New “irrational exuberance” of Bulls in the USA leaves Bears in the rest of the world cold…”