15 Oct 2024
Are investors underestimating just how behind the curve China is in stimulating its economy?
Looking at the chart below (courtesy of BCA), it seems that a 5% of GDP stimulus package is the minimum needed just to prevent growth from weakening further...
15 Oct 2024
Both the Goldman and the UBS "Republican victory" baskets are approaching all time highs as "Democrat victory" trades slump
Source: zerohedge
15 Oct 2024
The benchmark German equity index Dax has hit a fresh ATH.
Since the start of the year, the index has risen by 17%. However, this growth is driven entirely by higher valuations. The Dax's price-to-earnings (P/E) ratio is nearly 15, and if you exclude the dirt-cheap car stocks, it jumps to 17. Source: Bloomberg, HolgerZ
15 Oct 2024
#nvidia
Source: Barchart
15 Oct 2024
😱 The shocking chart of the day >>> The median value of US households’ stock portfolios has surged to $250k this month... 😱
This is twice as much as in early 2023... Middle to high income households enjoy a very strong "wealth effect" as both real estate and stock prices hit all time highs... Source: Stocktwits
14 Oct 2024
Who is buying back their stock?
Source. DB, Bloomberg
14 Oct 2024
"The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger
Source: Charlie Bilello
14 Oct 2024
Investors sold the most amount of Treasury Bills in history this week
Source: Bank of America
