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Scarcity matters by Quartr.
Enzo Ferrari's iconic quote "Ferrari will always deliver one car less than the market demands" remains deeply ingrained in $RACE's DNA until this day. While companies in this chart are leveraging different strategies, they are all automakers. Comparing the EBIT margins (FY 2023) of a select group of automakers:
Eisenhower Matrix : Busy-ness doesn't equal productivity.
Credits : Ben Meer, Alvin Foo
Consensus earnings estimates are projecting +3% YoY EPS Growth for the $SPX in Q1.
Last quarter, Wall Street was also modelling +3% EPS Growth and the realized number came in at +8%. Source: David Marlin, Goldman Sachs
The Mag7's weighting in the SP500 just hit another new high
Source: Cheddar Flow
Getting to 2% YoY CPI by the end of 2024 means we need to average monthly CPI prints of 0.1% or less from here.
Source: Bespoke
The Paxos Gold token traded as high as $3,000/oz Saturday night...
"Each Pax Gold $PAXG token is backed by one fine troy ounce of gold, stored in LBMA vaults in London."
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