“Le azioni europee sovraperformano l’indice S&P 500 senza Nvidia” FT
https://i.redd.it/vyr9tdxwwfbe1.png
di luxusbuerg
“Le azioni europee sovraperformano l’indice S&P 500 senza Nvidia” FT
https://i.redd.it/vyr9tdxwwfbe1.png
di luxusbuerg
25 commenti
Is there a particular reason to anchor it to October 2022, except for MSCI EMU performing particularly well right after, compared to the S&P?
Overtime it has still outperformed Eurostoxx 50 though, which is still lower than where it was in 2000. S&P 500 has upped 3.5 times over the same period.
The problem is, that there is Nvidia and Europe isn’t doing any meaningful R&D with AI whether it’s software or hardware.
Its like saying Europe excluding Germany
To me it means European stocks aren’t doing as bad as many people claim, and even if they are outperformed when Nvidia is included, being behind doesn’t necessarily mean the stocks are bad.
Okay, i would still rather invest to S&P500 with Nvidia exposure.
This doesn’t make sense because if Nvidia didn’t exist a lot of the money that went into it would go into other companies
Ok, now remove Novo Nordisk from Europe
World champion level of cherry picking here.
Why are we starting from Oct 2022?
Seems like a rather dumm comparison.
We are probably beating US in space industry as well. Only need to exclude SpaceX.
Let’s see S&P500 versus STOXX600 without [Insert highest performing European stock here]
very selective right in a dip of sp500
If my grandma had wheels she would be a bike.
And why would you not count Nvidia…? 🤯
So if we cherry pick the anchor point and kick out their top performer we’re equal after spending years behind?
Wow. Smashing it lads.
“hey guys if we tailor the stats they actually don’t look as bad!”
“Without Verstappen, Norris is the F1 World Champion”
Kinda like how Finnish economy got distrorted by Nokia. It looked like our economy had a massive overall boom and productivity had went up like a miracle. Fact was that all the other companies had continued basically on the same trajectory since like the 70s. And after 2008, we basically ran out of ideas about everything.
I’m more curious about how it’s going to look in 2 years
But our stocks are all old [that’s the problem.](https://pbs.twimg.com/media/GeSd7uVWQAEI-oT?format=jpg&name=large)
Europe is far behind on stock performance. This is the sad reality.
We are much better than US and China in many ways, but we are getting lapped when talking about the economy, stocks and profits.
Well, this guy is a banker you should trust! Oct22… hmm, not trying to sell anything at all, that is a completely reasonable starting point for this imaginary portfolio. And deleting the best performing part of an index fund is totally reasonable!
Here is the actual Schwab S&P500 fund:
https://www.schwab.com/research/mutual-funds/quotes/chart/swppx
Its up about double what it was in Oct22.
Here is MSCI EMU:
https://www.msci.com/documents/10199/255599/msci-emu-index.pdf
EMU doesn’t look all that good compared to, well, everything else.
Posting this chart will make a large number of people cross-check your work, and it doesn’t look good for /r/luxusbuerg.
Not very honest. The point of index funds is to have a variety of stocks in them. Some will do well, others not so much. I’m not sure what point of this chart has other than mislead the naive.
Removing Nvidia for comparison is somewhat fine. Making the intentional decision to start the graph from october 2022 is just comical. How dumb do you have to be, to take shit like this at face value?