JP Morgan Economic Analysis

[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

[Roadmap2Retire]

JPMorgan Guide to the Markets Q2 2016

http://www.jpmorganassetmanagement.lu/dm..._EN%5d.pdf

[DividendGarden]

Thanks, Roadmap. I love this stuff.

[Roadmap2Retire]

JPMorgan's 'Guide to the Markets' for 3Q 2016 is out
https://am.jpmorgan.com/us/en/asset-mana...ownloadgtm

[navyasw02]

I love these.

The one thing that gets me though is slide 65 - average investor return. It's vague on the wording of what that is in the microscopic print, but I'd assume that this would imply that buying and holding is better than the average investor behavior.

[DividendGarden]

(07-06-2016, 12:12 AM)navyasw02 Wrote: "buying and holding is better than the average investor behavior."

in general, this is always better, in my opinion.  That's why the market averages 8% returns every year over time, but the average investor averages 2% returns.  They buy, sell, etc and pay a lot of commissions & taxes with all of their activity.  With buying & holding, your cost basis goes down with each dividend, which amplifies your returns.  It's inevitable.

[Roadmap2Retire]

JPM's Guide to the Markets for 4Q 2016 is out.
https://am.jpmorgan.com/blob-gim/1383280...lebook.pdf

[Sniper]

With the U.S. election in the history books, we know that Trump will reside in the White House for the next four years. With Trump focused on the economy JPM stock is one that shouldn’t be ignored. Solely based on a valuation, the shares are trading at a P/E ratio of 12.76, which is cheaper than the S&P 500, which has a P/E ratio of 24.88.

[Dividend Watcher]

(11-16-2016, 01:45 AM)Sniper Wrote: JPM stock is one that shouldn’t be ignored. Solely based on a valuation, the shares are trading at a P/E ratio of 12.76, which is cheaper than the S&P 500, which has a P/E ratio of 24.88.

Why? What does JPM's P/E have to do with the markets? What are its prospects? What's going to change to cause JPM's outlook?