Let's hope that all that capex pays off
Source: @PeterBerezinBCA
What a chart by Brew Markets...
Source: Bloomberg
If you buy individual stocks, you must know how to identify a moat
Source: Brian Feroldi
How to not lose money in the stock market
1: Wait longer Source: Brian Feroldi, BofA
The 12-month rolling sum of foreign flows into longer-term US assets reached an all-time high in June.
That's well after all the chaos in April around "Liberation Day" and all the weirdness on Russia and China. Markets just don't care. They continue to see US "exceptionalism..." Source: Robin Brooks @robin_j_brooks on X
Gold ETFs Breach 92 Million-Ounce Threshold
Bloomberg's measure of total gold ETF holdings jumped to a two-year high. At 92.7 million ounces on Aug. 15, my graphic shows this metric surpassing the 92 million threshold first reached in 2020, but with a big difference - stock market volatility was rising then. Source: Mike McGlone, Bloomberg
The equity buying spree: Total US ETF and single-stock purchases hit $5.9 billion last week, well above the 52-week average of $2.3 billion.
This lifted the 4-week average of purchases to $2.8 billion. Institutional investors drove the surge, buying $3.7 billion, the 10th-largest weekly amount in at least 17 years. Corporations followed with $1.6 billion in buybacks, while retail investors and hedge funds added $0.4 billion and $0.2 billion, respectively. Individual investors have now bought in 33 of the last 35 weeks. Market sentiment is incredibly strong. Source: The Kobeissi Letter, BofA
Microsoft, $MSFT, has said that these are the 40 jobs most at risk by AI
Source: unusual whales
