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S&P 500 At 3,500 By 2025: 67.3% Increase

TedTed
edited November 2015 in Fund Discussions
FYI: Savita Subramanian, head of U.S. equity strategy and U.S. quantitative strategy, has forecast that the Standard & Poor's 500-stock index will reach 2,200 in 2016. She also included a target of 3,500 by the year 2025. As of now, the index is hovering a little below 2,100. That would be a 6.73% gain per year, which is very atainable.
Regards,
Ted
http://www.bloomberg.com/news/articles/2015-11-24/bank-of-america-the-s-p-500-is-going-to-hit-3-500-by-the-year-2025

Goldman Sachs Slant:
http://www.marketwatch.com/story/the-sp-500-is-going-nowhere-fast-in-2016-goldman-says-2015-11-24/print

Comments

  • Punching the numbers into a spreadsheet, I get a 5.3% annual price increase (assuming 3500 is reached by EOY in 2025.

    That's not a stretch. -- In fact, its fairly conservative and may reflect secular headwinds of aging demographics and normalization (to some degree) of interest rates.

    OTOH, 2025 is 10 years away. The odds of a nice, smooth 5.3% each year are so infinitesimal as to not even to be considered a possibility. Wherever we wind up 10 years hence, it won't be a smooth ride.

    Observation: we are now in the midst of the 7th year of the current Bull. We are overdue for a Bear. And Bear events tend to correlate at/near Presidential handoffs.

    caveat emptor
  • What was left unsaid...

    And we are shorting the products we are selling to our clients. And no, we are not obligated to tell our clients we are betting against what we are selling them. And yes, we are subverting "risk management" to speculate against the products knowing full well if we screw up, the government will come bail us out like they have in perpetuity.
  • If we take 2092 as "a little below 2100" and divide it into 3500, we get 1.673, or a 67.3% increase. If we divide 67.3% by 10 years, we get 6.73% per year, as stated above. However, this is the wrong way to do it. Approximately 5.3% per year, as Edmond calculated, is correct because 1.053 raised to the 10th power is 1.676, close enough to 1.673.
  • @Tony: By any chance are you related to Albert Einstein ? Thanks for corrrecting my quick seat of the pants math calculation.
    Regards,
    Ted
  • Thanks Ted, but if so, I must be related to Edmond, too. I just explained what he did first.
  • @Edmond said
    OTOH, 2025 is 10 years away. The odds of a nice, smooth 5.3% each year are so infinitesimal as to not even to be considered a possibility. Wherever we wind up 10 years hence, it won't be a smooth ride.Observation: we are now in the midst of the 7th year of the current Bull. We are overdue for a Bear. And Bear events tend to correlate at/near Presidential handoffs.

    And History "BEARS" This Out With All It's Volatility
    2000
    -9.03%
    2001
    -11.85%
    2002
    -21.97%
    2008
    -36.55%
    Overview of Markets 1928-2014
    http://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/histretSP.html
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