6 Sep 2024
Increase in CapEx spending over the last year...
-Google $GOOGL: +91% -Amazon $AMZN: +55% -Microsoft $MSFT: +54% -Meta $META: +33% Source: Charlie Bilello
6 Sep 2024
Just 4% of marketers surveyed by Kantar said that adverts on Elon Musk's platform were 'brand safe', compared with 39% for Google.
Source: FT
6 Sep 2024
Nobody wants to touch China
Source: Markets & Mayhem
6 Sep 2024
There’s cheap and there’s very cheap.
Chinese stocks are now trading at just 40% of US stock valuations. That ratio is now 2 standard deviations below the historical average. Source: David Ingles, Bloomberg
6 Sep 2024
Is the VIX preparing for another pop?
$VIX During an election year, it is the norm for volatility to pick up in September. Source: Trend Spider
6 Sep 2024
Crude Oil closed below $70 a barrel today for the first time since last December and is now down 3% on the year.
Source: Charlie Bilello
6 Sep 2024
US ELECTION UPDATE >>> Donald Trump is now leading Kamala Harris by 5 percentage points in 2024 election odds, according to Polymarket's prediction markets.
Just one month ago, Harris was leading Trump by 10 percentage points on the same platform. The election is 2 months out. Source: The Kobeissi Letter
4 Sep 2024
Keep this one for the difficult times...
Source: Andreas Steno Larsen, FT
