View the high resolution version of today’s graphic by clicking here. The human brain is capable of incredible things, but it’s also extremely flawed at times. Science has shown that we tend to make all sorts of mental mistakes, called […]
Info-Graphs
![Cyclicals Versus Defensives PB Ratio at a Cyclical High? [CHART]](https://www.valuewalk.com/wp-content/uploads/2017/09/542496_cfb6130477da41f0a21614298707d010mv2-270x200.png)
Cyclicals Versus Defensives PB Ratio at a Cyclical High? [CHART]
I was running some analysis on cyclical vs defensive sectors and decided to take a look at the price to book ratios. While we can argue about whether the P/B (price to book) ratio is the right metric, what’s clear […]
Bezos Is Coming: Mapping Amazon’s Growing Reach
This story was included in the September 2017 edition of PitchBook’s Private Market PlayBook, a collection of our most popular reports, original datagraphics and feature articles covering the key trends in VC, PE and M&A. Amazon seems to be on […]
McDonald’s Rival Considers $1 Billion Takeover
Fast-food chain Jollibee is mulling a bid for high-street coffee and sandwich shop Pret A Manger, per Reuters, in a deal that could value the British business at over $1 billion. The news is the latest twist in the tale […]
![A Decade Of Venture Capital: An Era Of Excess [Datagraphic]](https://www.valuewalk.com/wp-content/uploads/2017/09/decade-of-venture-capital-270x200.png)
A Decade Of Venture Capital: An Era Of Excess [Datagraphic]
This graphic was included in the September 2017 edition of PitchBook’s Private Market PlayBook, a collection of our most popular reports, original datagraphics and feature articles covering the key trends in VC, PE and M&A. Check out more digital assets from the PlayBook: Bezos is […]
12 Unusual Measurements You’ve Never Heard Of
Human beings are a funny bunch. Some of the ways we’ve developed to figure out our way through this world seem far from intuitive – think of the idiosyncrasies of language, or even the way the stock market works. It […]
The Dollar’s Message To Equities: You’re On Notice
A tectonic shift may have just occurred today, which went otherwise unnoticed by equities. While the bond market quietly whispered signals, the currency market sent a message that was loud and clear. The Dollar may have stopped going down today […]
The Yield Curve Is Far From Flat
Yield Curve Flattening? The Yield curve is flattening, so they say. But in reality, it isn’t as flat as you would think. Going back to 1976, the 10-2yr yield has averaged 0.9696%, with a standard deviation of 0.93%. Or more […]
Chinacorns
The unicorn is a mythical beast, described first in the fifth century BC by Greek physician and historian Ctesias. In his book Indika (“On India”) he described them as fleet-footed “wild asses” with a 28-inch horn. References to the unicorn continued throughout […]
Is the bond market wrong about the global economy?
The September round of flash manufacturing PMIs saw our composite “global flash PMI” rising +0.4pts to 54.7 – the same level it got to in January before ranging as low as 53.9. Looking at the breakdown, all 3 major components […]
US Govt Debt Is Huge and Shows No Sign of Reversing
In September 2017, US Government debt passed US$20 trillion Iraq and Afghanistan wars each cost about US$1 trillion Annual 2009-13 average US$1 trillion deficit spending added nearly US$5 trillion, mainly from government stimulus and bank bailouts Interest is US$449 billions/year, debt […]
