2 Aug 2023
If the S&P500 is going to take a well-deserved break, this would be a perfectly logical time in the cycle for that to happen according to S&P 500 pre-election cycle
Source: J-C Parets
2 Aug 2023
July was a painful month for the bears
Source: Investing.com
2 Aug 2023
Asset class billboard updated as of 31/7/2023
Source: Charlie Bilello
2 Aug 2023
The median sales price of a home in the US is now 560% of the median household income.
In 2008, it was 360% of the median household income. This is the least affordable housing market in history. Source: The Kobeissi Letter
2 Aug 2023
REPORTED RECESSIONS: in US Luxury Goods...
Congruent with dour commentary out of LVMH, luxury spending slowed to a -7.6% Y/Y Recession in June = 9th month of negative Y/Y growth. Source: Keith McCullough
31 Jul 2023
AI tools to help you carry on your daily tasks
Source: Loïc Staub
31 Jul 2023
EBITDA explained to Kids... and adults!
Source: Nicolas Boucher
31 Jul 2023
Only 11% of US household debt has an adjustable interest rate
That means the vast majority of Americans with existing fixed rate mortgages/auto loans/student loans have not been impacted by the Fed's 11 rate hikes. Source: Charlie Bilello
