Author Topic: Total Return EPS and Long-Term S&P 500 Performance  (Read 1522 times)

innerscorecard

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Total Return EPS and Long-Term S&P 500 Performance
« on: March 19, 2015, 01:15:24 AM »
http://www.philosophicaleconomics.com/2015/03/decomp/

Fantastic article, relating to many of the items about return assumption that are relevant to individual investors making future planning decisions.

There are many points in here worthy of discussion. Please do not comment in this thread without reading the article.
« Last Edit: March 19, 2015, 01:38:43 AM by innerscorecard »

Mississippi Mudstache

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Re: Total Return EPS and Long-Term S&P 500 Performance
« Reply #1 on: March 19, 2015, 02:00:18 PM »
That was a hell of a read. Took me an hour to digest it. Brilliant work - I think one of the most interesting points he made was how valuable stock volatility is for the long-term buy-and-hold investor. And it's fascinating to see how consistent the total returns have been for the last 100+ years. Nice confidence booster, bring on the next dip! :)
« Last Edit: March 19, 2015, 02:01:50 PM by Mississippi Mudstache »

hodedofome

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Re: Total Return EPS and Long-Term S&P 500 Performance
« Reply #2 on: March 19, 2015, 02:34:45 PM »
Wish I knew who this guy was, he does good work. Perhaps an investment banker or hedge fund guy. I don't read everything out there but I don't see anything else like what he does.

forummm

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Re: Total Return EPS and Long-Term S&P 500 Performance
« Reply #3 on: March 20, 2015, 08:00:12 PM »
I read that and the intro post (http://www.philosophicaleconomics.com/2015/03/treps/). I've enjoyed his prior work too. Really great stuff. I actually liked the intro post better. He showed a convincing argument why a Nobel laureate was wrong in his stock market projection.