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Morgan Housel, Trend Following Returns, S&P Multiples & Guide to the Markets
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Morgan Housel, Trend Following Returns, S&P Multiples & Guide to the Markets
Mais um ótimo artigo do Morgan Housel.
Paper simples e muito interessante sobre trend following comentado pelo Alpha Architect.
How Trend Following Strategies Shape Return Distributions
Gráfico bacana no twitter.
Forward P/E multiple of S&P 500 top and bottom valuation quintiles, via Goldman
Edição recente do JPM Guide to the Markets.
Abraços!
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