Bjørnar Mundal

Bjørnar Mundal

Financial analyst @ Quantfolio AS

Recent Posts by Bjørnar Mundal:

by Bjørnar Mundal, on 18 November 2020 15:15

We are pleased to launch Quantfolio House View (QHV). As we know, the historical return is not always a reasonable estimate for future returns. Expected returns vary over time, and …

Read Story
Topics:expectedreturninvestmentshouseviewexpectedreturnassetclassesQuantfolio

by Bjørnar Mundal, on 28 August 2020 11:11

Buffet Market Index (BMI) looks at the relationship between the total market cap and the GDP. It is a well known valuation indicator and Warren Buffet remarked in an interview …

Read Story
Topics:recessionbearmarketmacroeconomyeconomyfinanceRecession modelwarrren buffetmarket indicator

by Bjørnar Mundal, on 03 June 2020 14:14

We are continously working on making new macro models, and today we released a brand new model: Quantfolio Sweden Macro Model. Sweden was a natural step towards our goal of …

Read Story
Topics:recessionbearmarketmacroeconomyeconomyfinanceSwedenRecession model

by Bjørnar Mundal, on 06 April 2020 15:15

Shiller PE looks at the relationship between the price and earnings on the S&P 500. The indicator tracks the price earning ratio based on average inflation-adjusted earning from the previous …

Read Story
Topics:Investment

by Bjørnar Mundal, on 19 March 2020 15:15

Bear markets has occurred before and will most likely occur again. We are currently in the middle of a period of dropping markets around the world. Are there any takes …

Read Story
Topics:Investment

by Bjørnar Mundal, on 05 February 2020 03:03

We recently launched our US Macro Model to Deep Alpha. The model is an upgrade of the US Macro Model we have been running since 2018. We have reviewed the …

Read Story