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Morgan Housel, Trend Following Returns, S&P Multiples & Guide to the Markets

Posted by Valor Intrínseco on July 3, 2020 at 6:05 PM

Morgan Housel, Trend Following Returns, S&P Multiples & Guide to the Markets


Mais um ótimo artigo do Morgan Housel.

Keep Running!


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.

Guide to the Markets 3Q20


Abraços!

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