A history of bubbles from BofA shows we may still be in the very early stages of an AI bubble.
Source: BofA, TME
Apple marketing philosophy
Just perfect. Source: Linas Beliūnas
A rare image of a dove...
The Federal Reserve should cut rates in March says former St. Louis Fed President James Bullard Source: Barchart, FT
If you don't know what a shooting star is here's one
Here's the daily chart of Super Micro SMCI. According to Japanese candlestick, it is usually followed by more downside. (this is not an investment recommendation) Source: Trend Spider
Hedge funds' top picks for Q4 2023 are in!
Key investment themes: ☁️ Hyperscalers: $AMZN, $GOOG, $MSFT. ⚙️ Semiconductors: $AMD, $ASML, $TSM. 🌏 Global commerce: $MELI, $PDD, $SQ. ☁️ Software: $CRM, $OKTA, $PCOR. 🩸 Medical devices: $DXCM. Source: App Economy Insights
Earnings results by Nvidia $nvda next week could be a (short-term) turning point for the market
Source: barchart
Inflows to Tech on course for ~85bn in 2024....
Source: TME, BofA
Traders no long expect Fed to cut rates in May and switched to June.
*Approximately 90 bps of cuts are now priced in for the full year, down from 137 bps expected before the Jan. 30-31 FOMC meeting. Source: Bloomberg
