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27 Jun 2024

#french #elections: Former President François Hollande back to business?

Hollande is running for a seat in Parliament and Macron didn't put any candidate in front of him. In the (plausible) scenario of a hung parliament, Hollande could be chosen by Macron as Prime Minister of a unity government.

26 Jun 2024

US equity markets have never been more expensive than the rest of the world on a price to book basis.

Source: Tavi Costa, Bloomberg

26 Jun 2024

A century of investing

Source: Mario Gabelli on X, BofA

26 Jun 2024

🚨CANADA INFLATION UNEXPECTEDLY RE-ACCELERATES.

May CPI +2.9% vs 2.6% expected. Did they cut rates too soon? Should the Fed worry about cutting too soon as well? Source: CTV News

26 Jun 2024

$525 billion in bank losses should concern everyone.

Source: BofA, Red pill rick

26 Jun 2024

BREAKING: Donald Trump is reportedly in talks to speak at the 2024 Bitcoin convention in July.

This would make Trump the first presidential candidate to speak at a crypto event. Most recently, Trump said he "will end Biden's war on crypto" at a rally in Wisconsin. Source: The Kobeissi Letter

26 Jun 2024

$DECK bought HOKA in 2012 for ~$1.1 million.

A decade later, the company has grown HOKA's revenue from less than $3M to over $1.4B (FY23). That's close to a 500x increase. Is HOKA one of the most impressive consumer product acquisitions of all time? Source: Quartr

26 Jun 2024

If you ever feel bad, remember that in 2019 SoftBank owned 4.9% of $NVDA and sold it all for a $3.3B profit

Today, that stake would have been worth over $160 BILLION. Source: Stocktwits

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