4 Sep 2023
Investing Mentality
Source: Habit Hustler
4 Sep 2023
Asset class returns during previous years and 2023 ytd as of 1st of September
Bitcoin is still the best asset class so far this year. Source: Charlie Bilello
4 Sep 2023
The importance of nominal growth
Source: Barchart
4 Sep 2023
The US mortgage to income ratio (% of disposable income needed to cover the cost of a mortgage) is at its highest level in history
Source: Barchart
4 Sep 2023
More or less in tandem: US 10y yields and WTI oil price
Source: Bloomberg, HolgerZ
4 Sep 2023
Is wage pressure in the US here to stay?
A highlighted by Tavi Costa, the word "strike" recently surged to record levels on Google trends. This surge implies a growing pressure among workers to secure improved compensation deals with their employers. Labor strikes are becoming a regular occurrence in society, reminiscent of their prevalence in the 1970s. The rising cost of living is placing significant pressure on wages to rise. Source: Crescat Capital, Google Trends
4 Sep 2023
The world's best investors
Source: Compounding Quality / Chris Quinn
4 Sep 2023
Anti-obesity drug is the new luxury...Novo is Europe's biggest company
Source: TME, Refinitiv
