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
14 Oct 2024
The left is losing its grip on ethnic minority voters.
Here's why politicians of all stripes would be wise to start listening to what different ethnic minority voters actually want https://on.ft.com/3U3JEIB
14 Oct 2024
The Eisenhower Matrix
Source: Seek Wiser
