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Lumber prices continue to sink amid a soft US housing market
Source: The Daily Shot
Rolex prices are down almost 40% from highs
Source: Michael Burry Stock Tracker ♟
Semiconductors 2025 revenue growth (expected) vs. earnings multiple
Source: Shay Boloor
The end of ice age... Will we come back one day to a world of negative yielding debt???
Below chart shows the USD Market Value of negative yielding debt. It peaked above $18T after Covid... Source: Bloomberg
No reasons to worry at all... Just bros living in the moment...
More seriously remember what the East-West divide and the new world order (as defined by Zoltan) are all about: Wars are about alliances: the enemy of your enemy becomes your friend... After the BRICS, should we focus instead on Turkey, Russia, Iran, China, and North Korea playing “TRICKs” – an alliance of economies sanctioned by the U.S. getting ever closer economically and militarily?
If you want success, you need to out-fail everyone.
It’s not about being perfect. It’s about adapting quickly after failure. Source: Chris Donnelly
Here are the stocks driving the S&P500’s almost 15% return so far in 2024.
Source: Evan
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