This is the most important datapoint in earnings season so far.
Alphabet to invest $75 billion in CapEx during 2025 - this will ease chip industry fears. Large cap tech is maintaining record investment in AI infrastructure, even after DeepSeek’s disruption. Source: The Kobeissi Letter
As Facebook turns 21, here's a look at the growth of $10k in $META since its IPO in May 2012.
As a reminder, this stock saw a 76% drawdown from late 2021 to late 2022. It has rallied nearly 700% since its 2022 low. source : bespoke
Who is the Most Exposed to US Tariffs
source : yahoo!finance
Ferrari $RACE Q4 2024 results
"Quality of revenues over volumes: I believe this best explains our outstanding financial results in 2024" – Benedetto Vigna, CEO. Shipments +2% *EMEA +4% *Americas +8% *Greater China -21% *APAC +5% Revenue +14% EBIT +26% *marg 27% (24.4) EPS +32% Source: Quartr
Visualizing the Rise in Global Coal Consumption ⚡️
Source: Elements
Believe it or not, but the us has one one of the lowest tariff rates in the developed world... See chart below courtesy of DB.
NB: Most favored nations (MFN) Weighted mean tariff is the average of most favored nation rates weighted by the product import shares corresponding to each partner country.
Range trader's paradise. 🏝️ $BTCUSD
Source: Trend Spider
Are tariffs inflationary? us 5-year breakeven rate just surged to its highest level in nearly 2 years.
Source: Tavi Costa, Bloomberg
