17 Aug 2023
As highlighted by Caleb Franzen, the relative chart of SP500 / M2 money supply is trading at the exact same level as July 2007
This range also coincided with market peaks in: • Feb.'20 • Q4'21 While the S&P 500 itself has gained +181% in the past 16 years, $SPX/M2 has made no progress. Should this be seen as a logical resistance zone?
17 Aug 2023
10-Year Treasury Yield is now 4.28%, the highest level since October 2007
From a total return perspective, the 10-Year Treasury Bond is now down 1% in 2023, on pace for its third consecutive negative year. With data going back to 1928, that's never happened before. Source: Charlie Bilello
17 Aug 2023
Saudi Arabia reduced its US treasury holdings by $3.2 Billion in June to the lowest level in nearly 7 years.
Source: FT
17 Aug 2023
Bitcoin trading volume just hit the lowest point ever recorded
Source: Bitcoin news
17 Aug 2023
The yield gap between 10y US and Chinese government bonds is now >160bps, widest since 2007
Source: Bloomberg
17 Aug 2023
Nice infographic about the right and wrong reasons to SELL a stock
Source: Danielmnke.com
17 Aug 2023
How to find great stocks
Source: Compounding Quality
17 Aug 2023
Making the Impossible Possible
Source: Daniel Abrahams
