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Albert Sung is the author of Correlation Economics, monitoring breaking economic news on a day to day basis. He started investing in 2008 because of the economic crisis and holds a masters degree in chemical engineering. Previously, he worked several years as a process engineer at Ashland, a... More
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Correlation Economics
  • Equities To Underperform 0 comments
    Nov 22, 2012 12:34 PM | about stocks: SPY

    I found a very good macroeconomic site named Eureka Report (Kohler's Graphs) which basically monitors global economic trends. I couldn't resist to show one of them here.

    As I pointed before, equities have outperformed many other assets the last months and this can also be seen on Chart 1. There is a correlation between equity prices and the earnings per share revisions. The last couple of months we saw a decoupling between the two.

    It is my prediction that global equities will therefore continue to underperform other assets in the coming months.

    (click to enlarge)
    Chart 1: Equities Vs. EPS (Kohler's Graphs)

    Stocks: SPY
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