22 Jan 2024
US earnings revision: a big tailwind for big tech >>> 5 out of 7 Big Tech names have seen upward earnings estimate revisions for the last quarter and this year over the past 3 months
As a group, they’ve seen average upward earnings revisions of 6.7% and 4.9% for last quarter and 2024 respectively, considerably better than the S&P (-7.1%, -1.3%). Source: DataTrek, TME
22 Jan 2024
Real estate as inflation protection in one chart, updated
Source: Michel A.Arouet
22 Jan 2024
US earnings: things get fun starting this week
Source: The Transcript, Brad Freeman / StockMarketNerd
22 Jan 2024
US presidential election update:
DeSantis drops out of Republican race
22 Jan 2024
When the P/E ratio works, visually
Source: Brian Feroldi
22 Jan 2024
Suez Canal Transit Volume continues to plunge (Chart via SRP)
Source: HolgerZ
22 Jan 2024
A tale of 2 markets: The sp500 closed at an all-time high. But the Russell 2000 is still in a bear market, down more than 20% from its high
That's never happened before. Source: Bloomberg, Jason Goepfert
22 Jan 2024
This is true today more than ever.
Never forget: 🚨🚨🚨 Source: Wall Street Silver
