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@maverickresearch
Maverick Equity Research
$2.7M follower assets
Independent Investment Researcher & Investor: value, dividend & growth stocks. Model portfolios, risk management & hedging for all weather portfolios. A Roger Federer fan ...
29 following916 followers
✍️ The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5 is live!
  • breaking down the S&P 500 & the 11 Sectors via Sleek Charts
  • = a unique report via data driven research and visually appealing charts that simply tell … 10,000 words!


N.B. this S&P 500 report focuses on Performance, Earnings, Profitability, Sentiment, Seasonality, Technical Analysis & More. The focus and deep dive dedicated to Valuation + Special & Alternative Metrics will be covered after separately

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maverickequityresearch.substack.com
✍️ S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5
Breaking down the S&P 500 & the 11 Sectors via Sleek Charts - Edition #5

S&P 500 and taxes = stocks chart of the week!
👉 S&P 500 average path during April since 1985

👉selling into tax day, but don’t go away (like in May), as the bounce is incoming soon to town

Chart: Goldman Sachs
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Fiat Currency - VS - Cryptocurrency, Centralised - VS - Decentralised ... is live now on the site! Enjoy!
  • My blockchain in banking real-world experience and use case Educational resources for a solid expertise

  • Education and immersion are the only way to have a comprehensive take on any topic

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📖 Fiat Currency - VS - Cryptocurrency, Centralised - VS - Decentralised
How to develop a solid expertise on Fiat Currency versus Cryptocurrency

Engaging with the Essay write service has been an enlightening journey that has deepened my understanding of the transformative power of the written word. As an essayist, I seek to explore the intricate layers of human experience and translate them into compelling narratives that resonate with readers on a profound level, check more https://paperwriter.com/finance-paper-writing-service. This service provides a unique platform for delving into a wide array of topics, each essay becoming a journey of discovery and reflection. The process of writing essays requires a delicate balance of intellectual rigor and emotional authenticity. It involves delving into complex ideas, examining them from multiple perspectives, and presenting them in a way that is both engaging and thought-provoking. Whether I am tackling social issues, reflecting on personal experiences, or exploring philosophical questions, my objective is to encourage readers to see the world through a new lens and engage in meaningful dialogue.
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✍️ Zooming Out via 100+ Years Charts = Leveraging Deep History to Navigate the Future
The latest long-form research packed with loads of sleek charts & insight is out!

Global Investment Returns Yearbook 2024 + Maverick Charts say 10,000 words!

Enjoy!

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maverickequityresearch.substack.com
✍️ Zooming Out via 100+ Years Charts = Leveraging Deep History to Navigate the Future
Global Investment Returns Yearbook 2024 + Maverick Charts that say 10,000 words!

'Semiconductors are Taking Over the World Baby'
Semiconductors relative to S&P 500 👇

👉 2020 broke above the +1 standard deviation (SD)
👉 2023 broke above further ... the +2 SD

Let that sink in ... and bring the sink!

Legend: SOXX = Semiconductors ETF, SPY = S&P 500 ETF

$SOXX $SPY $VOO #stocks #investing #semiconductors #AI #ArtificialIntelligence
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110 years of Inflation in one Maverick chart 👇
👉 average across 110 years = 3.3% (green)
👉 current value is below = 3.1% (blue)

Can we say we reached the target in a way already?

Food for thought for the weekend ... enjoy!

P.S. working on a dedicated special Inflation report
My focus are naturally equities, but inflation is a key variable via interest rates for valuation etc.
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Stock Quiz of the Month, guess this good & tricky one:
  • return in the last 3 years = 150% (S&P 500 41%) return in the last 20y = 802% (S&P 500 474%)

+ Let this one sink in:

  • pays a quarterly dividend, higher now than pre-pandemic
  • no dividend payment interruptions during the last 20 years
  • current dividend yield = 8.41% (average 7%)

Is this value, dividend/income, quality, growth type of business? How about all in one?

I will cover in my deep dives / Full Equity Research section this year: https://maverickequityresearch.substack.com/
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Maverick Equity Research | Substack
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ... Click to read Maverick Equity Research, a Substack publication with tens of thousands of subscribers.

✍️ Maverick Charts & Markets - February 2024 Edition #15 is live!
Enjoy the 25 Sleek charts that say 10,000 words ... save precious time & provide insight!


  • Welcome also to the 507 new readers for a total of 5,507! Research here is now read across 132 countries & 50 US states!

  • Despite working in various headquarters in European banks, my work likely did not reach directly more than 500 people at any time (confidential, secretive, sensitive etc), hence a 10x bigger reach now is quite crazy and interesting for sure!

Enjoy!
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✍️ Maverick Charts & Markets - February 2024 Edition #15
25 Sleek charts that say 10,000 words ... save precious time & provide insight!

Education, a new section inside Maverick Equity Research!
“Spend each day trying to be a little wiser than you were when you woke up.” Charlie Munger

Online world-class courses I did via the great educational platform Coursera!

  1. Financial Markets, from the one and only Yale's University & Nobel prize winner, Robert Shiller

  1. Narrative Economics also from Robert Shiller!

  1. The Global Financial Crisis also from Yale!


Enjoy!
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📖 Education, a new section inside Maverick Equity Research
“Spend each day trying to be a little wiser than you were when you woke up.” Charlie Munger

✍️ My name is Bond, Yield Bond! The Return of Yield! T-Bill & Chill ... T-Bond & Long (Part II) is now published, enjoy!
Goodbye Negative-Yielding Bonds & Hello Decade-High Bond Yields. From TINA (There Is No Alternative) to TARA (There is A Reasonable Alternative) or BAAAA (Bonds Are Again An Alternative)

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maverickequityresearch.substack.com
✍️ My name is Bond, Yield Bond! The Return of Yield! T-Bill & Chill ... T-Bond & Long (Part II)
Goodbye Negative-Yielding Bonds & Hello Decade-High Bond Yields. From TINA (There Is No Alternative) to TARA (There is A Reasonable Alternative) or BAAAA (Bonds Are Again An Alternative)

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