JP Morgan Economic Analysis

[navyasw02]

Chart porn

https://www.jpmorganfunds.com/blobconten...lebook.pdf

[rapidacid]

Thanks Navy

[Kerim]

Wow. Nice find. Could spend a lot of time in there. Thanks.

[Roadmap2Retire]

Loved the JPMorgan charts from last year....thanks for sharing the 1H2015 version. Definitely can spend a lot of time pondering on them.

[Caversham]

This is a great link. I've already spent 30 minutes looking through it, and I'm only 1/4 the way through.

Unfortunately, I haven't seen any dividend specific charts yet. Does anyone have a good link with charts/studies that specifically target DGI?

[rapidacid]

(07-26-2015, 03:15 PM)Caversham Wrote: Unfortunately, I haven't seen any dividend specific charts yet. Does anyone have a good link with charts/studies that specifically target DGI?

Ctrl+F for "dividend" in the PDF and I get 33 results, with charts on page 4, 5, 10, 15, 43, and 59 dealing directly or indirectly with dividends.

[Dash]

What a great resource. Much appreciated!

[Roadmap2Retire]

JPMorgan's 'Guide to the Markets' chartporn for 4Q 2015
https://www.jpmorganfunds.com/cm/Satelli...ityWrapper

[Dividend Watcher]

They're still using that chart on page 4 they did in the earlier report. The start the 90s bull in 1997 yet when you look at a long-term SP500 chart (and my own feeble memory), I think that bull started in earnest in 1994 in the 440 range -- closer to a 250% gain (4 bagger). I would really go back to the October 1987 crash since I can't recall 2 consecutive quarters of GDP contraction in that time frame. Now THAT was a bull market and I'm still amazed at that run.

I don't know if JPM does it to scare some customers into buying some of their "safe" fixed income products because of the outperformance since 2009 or if there's some technical reason to use 1997. I'm glad I'm more focussed on the dividend stream than prices.

[Roadmap2Retire]

Yeah thats the thing about data, isnt it? We have to be careful when we look at charts if the presenter has an agenda and why a particular time frame is chosen.

On a side note, one of the books thats been on my reading list is 'How to lie with Statistics'. Anyone here read that book?

[rapidacid]

(11-05-2015, 09:05 AM)Roadmap2Retire Wrote: On a side note, one of the books thats been on my reading list is 'How to lie with Statistics'. Anyone here read that book?

I haven't, but I have it on my Amazon wishlist. Hopefully I'll receive it for Christmas. Not sure where I first heard about it.

[Roadmap2Retire]

(11-05-2015, 11:16 AM)rapidacid Wrote:

(11-05-2015, 09:05 AM)Roadmap2Retire Wrote: On a side note, one of the books thats been on my reading list is 'How to lie with Statistics'. Anyone here read that book?

I haven't, but I have it on my Amazon wishlist. Hopefully I'll receive it for Christmas. Not sure where I first heard about it.

I heard about this book through Bill Gates' recommendation. For those unaware, Bill Gates is a voracious reader and has a site specifically about books he's reading and recommends: http://www.gatesnotes.com/Books