A turbo-look at the equity world (start of 2014
Transcription
A turbo-look at the equity world (start of 2014
A turbo look at the equity world 'The all timers' 'The comeback kids' 'The recovering addicts' 'The oh dear section' MONTHLY DATA DISCLAIMER This information should not be construed as investment advice. The information stated is purely for research and educational purposes. Financial markets are stochastic processes - meaning they go up and down as do associated investments. MacroVIGILANCE is a nonregistered service. Copywrite 2014 MacroVIGILANCE.com ALL RIGHTS RESERVED 'The all timers' Equity indices, sectors & stocks that have recently hit all time highs All time highs for the S&P 500 All time highs for the Dow Jones Industrial Average All time highs for the Dow Jones Transports All time highs for the German DAX All time highs for the Danish OMX 20 UK mid caps at all time highs - FTSE250 12 10 8 Column 1 Column 2 Column 3 6 4 2 0 Row 1 Row 2 Row 3 Row 4 Indonesia has been a star out-performer since the 2009 crisis lows – Dow Jones Indonesia index Dizzy heights for the emerging market of South Africa - Dow Jones S.A. index All time highs for the Commonwealth Bank of Australia All time highs for the ANZ banking group All time highs for Westpac Banking Corp, Australian also All time highs for Wells Fargo banking group in the US Visa up, up, up As is American Express Biotech is hot right now – DJ Biotechnology index Google has been going gang-busters reaching all time highs in January 2014 On-line retail is where it is at, the giant that is Amazon If globalisation is doing well then so does FEDEX Online movies growing in popularity - Netflix Ever noticed the social trend for coffee cup in one hand, handbag in other and phone on shoulder pressing against ear – Starbucks! The world is loving the Nikey swoosh! -Nike Inc. 'The come back kids' Equity indices, sectors & stocks that are recovering well and targeting old highs The world as a whole is recovering well post 07/08 crisis and now targeting old highs - Dow Jones Global index The Global S&P 1200 confirms the global recovery at large 12 10 8 Column 1 Column 2 Column 3 6 4 2 0 Row 1 Row 2 Row 3 Row 4 The Nasdaq composite recovering well and now targeting old highs last seen in 2000 at the peak of the Tech bubble The UK's FTSE100 recovering well post 07/08 crisis and now targeting old highs The Swiss SMI recovering well post 07/08 crisis and now targeting old highs Following Australia's great mining boom, the ASX index is once again heading upwards. Banks in particular are strong down under. New Zealand recovering well – DJ NZ index Canada going well – DJ Canada index 12 10 8 Column 1 Column 2 Column 3 6 4 2 0 Row 1 Row 2 Row 3 Row 4 Sweden’s OMX recovering well and now targeting old highs Of all the Goliath Investment banks – JP Morgan is looking the strongest post crisis and now targeting old highs 'The recovering addicts' Equity indices, sectors & stocks that are a long way off their highs but showing signs of recovery France's CAC 404 showing signs of life Japan's Nikkei has been in a 20 year+ deflationary bear regime but recent movement has been positive Ireland's vital signs starting to show – DJ Ireland index The DJ US bank index recovering somewhat US Financial services rallying after years in the abyss US airlines showing some life Things are happening at Yahoo 'The oh dear section' Equity indices, sectors & stocks that are down and out This chart is probably the biggest worry for the equity world – China DJ index Greece is still a basket case -DJ Greece index Italy still down and damaged – MIB index Once the darling of the Hedge Fund universe, Man Group has fallen from grace Gold and Silver stocks have taken a beating of late – Barrick Gold The Australian flag carrier Qantas has serious air sickness Thank you for viewing MacroVIGILANCE.com