Given apple $APPL woes, nvidia $NVDA is in charge of doing all the heavy lifting of the Nasdaq 100 $QQQ
Source: Trend Spider
Another day, another loss for chinese stocks.
According to Guotai Junan Futures, there are about 30 billion yuan ($4.2 billion) of snowball derivatives products tied to the CSI 1000 Index are near levels that trigger losses at maturity, according to Guotai Junan Futures Co, as the stock rout in China's stock market pushes the derivatives to near knock-in levels. Another 60 billion yuan of the derivatives are 5%-10% away from their knock-in thresholds! Source: www.zerohedge.com
What a tweet by Franklin Templeton
A $1.5T and 77-years old leading assetmanager...
Fortune favors the patient investor. NASDAQ Returns By Year Since Inception
by Quartr
China’s economy spooks markets, and stocks sink.
The CSI 300 has underperformed the S&P 500 by >40ppts over the year. Source: Bloomberg, HolgerZ
The importance about thinking long-term
by Seek Wiser
You’d think there would be more IPOs considering how well stocks have been doing the past year+ all around the world...
Supply is clearly not an issue for tech stock market. Basically we have huge supply coming on the G7 bonds side (to finance growing budget deficits) and shrinking supply on the equity side. make your choice... Source: Topdown charts
After 13 consecutive YoY declines, US inflation-adjusted retail sales rose 1.4% YoY in December, The first YoY increase since Oct 2022.
Nominal Retail Sales grew 4.78% over the last year, rising just above the historical average of 4.71%. Source: Charlie Bilello
