27 Mar 2024
Gold's role as a neutral asset with millennia of history as money is experiencing a resurgence relative to US Treasuries for global central bank reserve accumulations.
Source: Tavi Costa, Bloomberg
27 Mar 2024
Cartoon of the Day by Hedgeye
$34.6 TRILLION and counting... Are we past the point of no return?
27 Mar 2024
The 12 Worst Investment Funds Over the Past Decade
by Visual Capitalist
27 Mar 2024
Analysts are forecasting Nvidia's annual revenue will jump to $131 billion by 2026, more than double the $61 billion recorded in the fiscal year that just ended.
$NVDA Source: Charlie Bilello
27 Mar 2024
Current SP500 vs. election seasonality
by Win Smart, CFA
27 Mar 2024
Do people appreciate how speculative "Small Cap Growth" has become?
The Russell 2000 Growth has 28% in negative earners. Prior to the GFC, negative earners were 15-18% of the index. Even in a depression (2009), it only went up to 26%. How many will "grow" into bankruptcy court? Source: Jeff Weniger
27 Mar 2024
Global equity risk premium are now at the lowest since 2008.
Source: Mike Zaccardi
27 Mar 2024
China's trade surplus in the first 2 months of 2024 is the biggest EVER.
Here's China's dilemma. It's caught in a deflationary debt spiral. Exports are a way out. But - at the same time - China's relations with the "developed" world are deteriorating. Source chart: Robin Brooks
