Produktbild: Wall Street Revalued

Wall Street Revalued Imperfect Markets and Inept Central Bankers

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.09.2009

Verlag

John Wiley & Sons Inc

Seitenzahl

288

Maße (L/B/H)

23,8/16,3/3 cm

Gewicht

570 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-0-470-75005-6

Beschreibung

Rezension

"... excellent book...." (Fool.co.uk, August 2010)

"Mr Smithers makes his case convincingly, dismissing alternative indicators of valuation, such as the dividend yield, along the way." (The Economist, August 14th 2009)

"... an economist with a good record in identifying bubbles... provides evidence." (Financial Times, August 5th 2009)

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.09.2009

Verlag

John Wiley & Sons Inc

Seitenzahl

288

Maße (L/B/H)

23,8/16,3/3 cm

Gewicht

570 g

Auflage

1. Auflage

Sprache

Englisch

ISBN

978-0-470-75005-6

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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Die Leseprobe wird geladen.
  • Produktbild: Wall Street Revalued
  • Foreword v

    Chapter 1 Introduction 1

    Chapter 2 Synopsis 15

    Chapter 3 Interest Rate Levels and the Stock Market 25

    Chapter 4 Interest Rate Changes and Share Price Changes 37

    Chapter 5 Household Savings and the Stock Market 41

    Chapter 6 A Moderately rather than a Perfectly Efficient Market 49

    Chapter 7 The Efficient Market Hypothesis 57

    Chapter 8 Testing the Imperfectly Efficient Market Hypothesis 67

    Chapter 9 Other Claims for Valuing Equities 81

    Chapter 10 Forecasting Returns without Using Value 91

    Chapter 11 Valuing Stock Markets by Hindsight Combined with Subsequent Returns 97

    Chapter 12 House Prices 105

    Chapter 13 The Price of Liquidity - The Return for Holding Illiquid Assets 109

    Chapter 14 The Return on Equities and the Return on Equity Portfolios 115

    Chapter 15 The General Undesirability of Leveraging Equity Portfolios 121

    Chapter 16 A Rare Exception to the Rule against Leverage 131

    Chapter 17 Profits are Overstated 137

    Chapter 18 Intangibles 145

    Chapter 19 Accounting Issues 159

    Chapter 20 The Impact on q 171

    Chapter 21 Problems with Valuing the Markets of Developing Economies 175

    Chapter 22 Central Banks' Response to Asset Prices 181

    Chapter 23 The Response to Asset Prices from Investors, Fund Managers and Pension Consultants 191

    Chapter 24 International Imbalances 195

    Chapter 25 Summing Up 197

    Appendix 1 Sources and Obligations 199

    Appendix 2 Glossary of Terms 203

    Appendix 3 Interest Rates, Profits and Share Prices by James Mitchell 209

    Appendix 4 Examples of the Current (Trailing) and Next Year's (Prospective) PEs Giving Misleading Guides to Value 217

    Appendix 5 Real Returns from Equity Markets Comparing 1899-1954 with 1954-2008 219

    Appendix 6 Errors in Inflation Expectations and the Impact on Bond Returns by Stephen Wright and Andrew Smithers 221

    Appendix 7 An Algebraic Demonstration that Negative Serial Correlation can make the Leverage of an Equity Portfolio Unattractive 233

    Appendix 8 Correlations between International Stock Markets 235

    Bibliography 237

    Index 239