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29 Oct 2024

Of the 100 largest companies (the S&P 100), there are 25 who are trading for more than 50x reported earnings.

Meantime, there are zero companies trading for less than 10x earnings. Source: Jeff Weniger

29 Oct 2024

US equities Bull markets go on longer than many of us think they will.

Source: Carson, RBC

29 Oct 2024

With oil at $68, Russian FX reserves at/near all-time highs while Russian foreign debt, in USD, at 12+ year lows...

Source: Macrobond

29 Oct 2024

Just in 🔉 Reuters sources: China's leading legislative body weighs approval of new fiscal package exceeding 10 trillion yuan ($1.4 trillion dollars) on November 8

Sources: China intends to approve raising new 10 trillion yuan debt through special treasury and local government bonds in upcoming years. fiscal plan to allocate 6 trillion yuan for local government debt and up to 4 trillion yuan for idle land and property acquisition. China could unveil enhanced fiscal measures if trump secures U.S. presidency.

29 Oct 2024

U.S. Dollar dominates global payment network swift

Source: Statista

29 Oct 2024

Walking into work this morning with $BTC trading above $71,000

Source: Trend Spider

28 Oct 2024

Investing is risky. Not investing is riskier.

Source: Brian Feroldi

28 Oct 2024

An image is worth 10,000 words...

The Trump trade visual (Republican basket index in red, Democrats basket in blue) Source: Bloomberg, GS, RBC

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