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S&P 500

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bespokeinvest.typepad.com - 2/24/2009

Financials Wipeout

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In the first chart below we highlight a ratio of the S&P; 500 to the S&P; 500 Bank group going back to 1940. When the ratio is rising, the financials are getting weaker relative to the S&P; 500 as a whole. As shown, the ratio is currently as high as it has been over the entire time period, ...

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online.wsj.com - 2/25/2009

Jeremy Siegel Says the Standard and Poor's 500 Index Miscalculates Its Earnings

— online.wsj.com — JEREMY J. SIEGEL Standard & Poor's recently shocked investors with an announcement that reported earnings for its... S&P 500 Index for the fourth quarter of 2008 are forecast to be negative for the first time since such data were calculated in 1936. S&P ... (more) Jeremy Siegel Says the Standard and Poor's 500 Index ...

Stocks

S&P 500

Standard and Poor's 500 Stock Index.

CSI 300 Index

Exxon Mobil

Comments vote downundo vote up Bespoke Investment Group found this 2/25/2009found this

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bespokeinvest.typepad.com - 2/24/2009

The S&P 500's Incredibly Shrinking Market Cap

— bespokeinvest.typepad.com — In an earlier post on the declines that individual stocks in the S&P; 500 have seen over... the course of the index's six-day losing streak, we noted that because of their market caps, if they were being considered for inclusion into the index today, ... (more) The S&P 500's Incredibly Shrinking Market Cap

Stocks

S&P 500

Comments vote downundo vote up THE SHARK REPORT found this 2/24/2009found this

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bespokeinvest.typepad.com - 2/25/2009

S&P 500 Now Down 52% From All-Time High

— bespokeinvest.typepad.com — There have now only been two periods in the history of the S&P; 500 where the index... declined more than 50% from an all-time high -- 1929 and now. In the first chart below, we highlight the percentage change from the S&P; 500's most recent all-time ... (more) S&P 500 Now Down 52% From All-Time High

Stocks

S&P 500

Comments vote downundo vote up Abnormal Returns found this 2/25/2009found this

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Key Declines: Oil, Nasdaq, Homebuilders, Financials
The Big Picture — Nice chart via the boys at Bespoke:

Tuesday links: feels like 1997
Abnormal Returns — ... The stock market is down 50% from its peak.  (WSJ.com, FT.com) Where is the equity risk premium?  (EconomPic Data) Now is not the time to be making big bets on the market.  (MarketSci Blog) The financial sector wipe out in pictures.  (Bespoke) “It is just way too easy for the financial short sellers.”  (Howard Lindzon) ...

Readings: Peak to trough, Chinese RE bubble, Formula
GalaTime — Bespoke: Financials Wipeout LA Times: Beijing’s Olympic building boom becomes a bust By Rodman’s calculations, 500 million square feet of commercial real estate has been developed in Beijing since 2006, more than all the office space in Manhattan. And that doesn’t include huge projects developed by the government. He says 100 million square feet of office space is vacant — a 14-year supply ...

Words From the Investment Wise Mar 1, 2009
The Big Picture — ... “Oil’s decline of 77% from July 2008 to its low in December was the fastest bust of the group, while homebuilders have gone down the most and for the longest period of time. Since July 2005, the homebuilders are down a whopping 87%! And the S&P 500 Financial sector is down 81%, which isn’t as bad as the homebuilders, but given the fact that it didn’t go up nearly as much as the homebuilders, it’s probably worse.” Source: Bespoke, February 23, 2009. Financial Times: Tokyo eyes shares to prop up ...