1 May 2024
The number of public companies has fallen fast
https://lnkd.in/d3w7QajA Source: Barry Ritholtz, Chartr
1 May 2024
This is money debasement and loss of purchasing power looks like.
Below you can see the change in purchasing power of the U.S. dollar as measured by aggregate price inflation, including impactful historic events. Anyone who has attempted to save in dollars since the inception of the Federal Reserve until now has been robbed of their purchasing power. Source: Figure-7D, Broken Money thru Reese M.
1 May 2024
Fund flows: there is tech and the beaten rest...
Source: Michel A.Arouet
1 May 2024
In case you missed it: 2-Year Treasury Yield jumps above 5% to its highest level since November 10
Source: Barchart
1 May 2024
What's going on here?
Source: Bloomberg, Lawrence McDonald
1 May 2024
BOJ recent actions in one image
Source: Michel A.Arouet
1 May 2024
Asset Managers are the most long U.S. equity Futures in AT LEAST the last 12 years 👀
Source: Barchart, JP Morgan
1 May 2024
One of the most important chart in the asset allocation decision process:
Stocks vs. long duration US Treasuries. The trend is your friend Source: J-C Parets
