18 Sep 2024
The power of tiny gains
Source: Invest in Assets
18 Sep 2024
Visa, Mastercard, and American Express' FCF per share and share price over the last decade.
10Y Total Return CAGR: $V Visa: 19.1% $MA Mastercard: 21.4% $AXP American Express: 13.1% Source: @KoyfinCharts
18 Sep 2024
Soft landing? Hard landing? Or no landing?
Atlanta Fed Q3 Real GDP growth Nowcast model just hit 3%...
18 Sep 2024
Here’s what you actually buying when you invest $1,000 in a Nasdaq 100 ETF $QQQ:
$AAPL - Apple - $90 $MSFT - Microsoft - $83 $NVDA - Nvidia - $77 $AVGO - Broadcom - $52 $AMZN - Amazon - $51 $META - Meta - $48 $GOOGL - Google - $47 $TSLA - Tesla - $29 Remaining 92 stocks: $523 Source: The Future Investors
18 Sep 2024
#gold
Source chart: Bloomberg
18 Sep 2024
BofA: “today the average EPS growth rate among AI ETF constituents has fallen from 18% to just 5%, below the S&P 500.”
Source: Mike Zaccardi, CFA, CMT @MikeZaccardi via @dailychartbook
18 Sep 2024
Safe is risky. #DF24
Source: Vala Afshar @ValaAfshar on X, marketoonist.com
18 Sep 2024
Jeff Bezos letter to shareholders when Amazon stock was down ~80%
Every investor should read this: (source: Matt Allen)
