US stocks are on track for their 8th annual outperformance vs Stoxx 600 in 10 years
Source: Bloomberg
Peter Lynch advice was to avoid trying to predict the economy, interest rates or the stock market
"Don't focus on macroeconomic factors to make investment decisions. Focus on the growth of the intrinsic value per share of the companies you own". by Compounding Quality
Investing Mentality
Source: Habit Hustler
Asset class returns during previous years and 2023 ytd as of 1st of September
Bitcoin is still the best asset class so far this year. Source: Charlie Bilello
The importance of nominal growth
Source: Barchart
The US mortgage to income ratio (% of disposable income needed to cover the cost of a mortgage) is at its highest level in history
Source: Barchart
More or less in tandem: US 10y yields and WTI oil price
Source: Bloomberg, HolgerZ
Is wage pressure in the US here to stay?
A highlighted by Tavi Costa, the word "strike" recently surged to record levels on Google trends. This surge implies a growing pressure among workers to secure improved compensation deals with their employers. Labor strikes are becoming a regular occurrence in society, reminiscent of their prevalence in the 1970s. The rising cost of living is placing significant pressure on wages to rise. Source: Crescat Capital, Google Trends
