Since its after hours low seen just 18 hours ago, Nvidia has added $380 BILLION of market cap.
In other words, Nvidia has added as much market cap as the entire value of Costco, $COST, in 18 hours. This comes after the stock erased $1 TRILLION of market cap over the last 5 weeks. Source: The Kobeissi Letter
#passion
Source: Compounding Quality
"The Largest stocks today have cheaper valuations compared to the Largest 7 in 2000"
@NDR_Research thru Mike Z.
Only 5% of firms currently use AI
Source: BofA
Delinquency rates on Office building loans hit 8.11%, the highest in more than a decade 🚨
Source: Barchart
Warren Buffett once said: "The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.”
Source: Invest in Assets
Loose policy = Bull market
Even if the BOJ hikes a few more times, real rates will remain deeply negative, a sign of accommodate policy. Chart tracks Japan real rates & market performance ➡️ 2009 -2013: period of high real rates, languishing stock market🔻 ➡️2013-2021: BOJ floors rates, pushes rates negative and fuels stock rally ✅ ➡️ 2021-2024: inflation picks up, real rates drop even further negative, Topix rallies 50% ✅✅ Source: David Ingles, Bloomberg
📢 One out of every 15 Americans is a millionaire according to a UBS Wealth Report
Source: UBS, Barchart
