Federal Reserve posted its biggest loss in history of $114 billion last year 👀
Source: Yahoo Finance
How does Buffett find great investments?
He uses his 4 filters: "Charlie and I look for companies that have a) a business we understand; b) favourable long-term economics; c) able and trustworthy management; and d) a sensible price tag." Simple, but not easy rules to follow. By "The Investing for Beginners Podcast"
The master has failed more than the beginner has tried
Thru Yasin Arafeh
The YEN is COLLAPSING and Abenomics has taught us some lessons:
After years of money printing, Yen now trades to 155 against USD: -32% against USD since 2021, -50% since 2012 The Bank of Japan has been buying over half of the national debt with freshly created yen, plus a bunch of other securities. But there is a price to pay after all: the destruction of the currency: Source Wolfstreet
A great chart by HolgerZ ->
Big Tech vs Non-Profitable Tech (long-duration stocks) curve tracks perfectly the US 10y yield rise. It shows very nicely the consequences of the rise in yields for the stock market. Source chart: Bloomberg
US big tech revolution steamrolling emerging markets equities in one chart.
What would make this trend reverse? Source: BofA, Michel A. Arouet
The dollar yesterday rose for the fifth straight day to fresh highs since November - forming a 'GOLDEN CROSS' (50DMA crossing above the 200DMA)
Source: Bloomberg, www.zerohedge.com
2022-2024 summarised in one cartoon
Thru Andreas Steno Larsen
