Maverick Equity Research's Posts

$2.3MFollowers

✍️ 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!

https://maverickequityresearch.substack.com/p/the-s-and-p-500-report-performance-293

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

https://maverickequityresearch.substack.com/p/the-s-and-p-500-report-performance-293

maverickequityresearch.substack.com

✍️ The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5

Breaking down the S&P 500 & the 11 Sectors via Sleek Charts - Edition #5

Maverick Equity Research

$2.3MFollowers

@maverickresearchApril 9

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

Maverick Equity Research

$2.3MFollowers

@maverickresearchMarch 21

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

https://maverickequityresearch.substack.com/p/fiat-currency-vs-cryptocurrency-centralised

maverickequityresearch.substack.com

📖 Fiat Currency - VS - Cryptocurrency, Centralised - VS - Decentralised

How to develop a solid expertise on Fiat Currency versus Cryptocurrency

Maverick Equity Research

$2.3MFollowers

@maverickresearchMarch 14

✍️ 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!

https://maverickequityresearch.substack.com/p/zooming-out-via-100-years-charts

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!

Maverick Equity Research

$2.3MFollowers

@maverickresearchMarch 8

'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

Maverick Equity Research

$2.3MFollowers

@maverickresearchMarch 8

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.

Maverick Equity Research

$2.3MFollowers

@maverickresearchMarch 4

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/

maverickequityresearch.substack.com

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 thousands of subscribers.

Maverick Equity Research

$2.3MFollowers

@maverickresearchFebruary 27

✍️ Maverick Charts & Markets - February 2024 Edition #15 is live!

Enjoy the 25 Sleek charts that say 10,000 words ... save precious time & provide insight!

https://maverickequityresearch.substack.com/p/maverick-charts-and-markets-february

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!

maverickequityresearch.substack.com

✍️ Maverick Charts & Markets - February 2024 Edition #15

25 Sleek charts that say 10,000 words ... save precious time & provide insight!

Maverick Equity Research

$2.3MFollowers

@maverickresearchFebruary 25

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!

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

Narrative Economics also from Robert Shiller!

The Global Financial Crisis also from Yale!

https://maverickequityresearch.substack.com/p/education-a-new-section-inside-maverick

Enjoy!

maverickequityresearch.substack.com

📖 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

Maverick Equity Research

$2.3MFollowers

@maverickresearchFebruary 22

✍️ 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)

https://maverickequityresearch.substack.com/p/my-name-is-bond-yield-bond-the-return-f4e

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)