23 Nov 2023
U.S. Bank Losses on held-to-maturity assets have soared to an ALL-TIME HIGH of $400 Billion! 👀
Source: Barchart, FT
23 Nov 2023
Apple vs The World
Source: Michel A.Arouet
23 Nov 2023
Far-right lawmaker Geert Wilders, who wants a referendum on leaving the EU, is on course to win the most votes in parliamentary elections in the Netherlands
However, according to an exit poll, Wilders’s Freedom Party is projected to win 35 seats, substantially less than the 76 required to secure an outright majority. Source: FT
23 Nov 2023
The Nasdaq 100 and S&P 500 ETFs are now less than 2% below their all-time high while the Russell 2000 ETF (small caps) is 24% below its high and the ARK Innovation ETF is 71% below its high
Source: Charlie Bilello
23 Nov 2023
Gold has seen a "Santa" rally every December since 2017 with the average monthly gain near 4%. (silver 7.25%).
Source: Ole S Hansen, Saxo
23 Nov 2023
$NVDA Apparently, somebody is buying a lot of chips in Singapore
That country now represents 15% of total sales, up from 9% last year. Chinese sanction evasion for higher powered chips? Source: Jaguar Analytics
23 Nov 2023
How to become an investing Budha
Source: Vishal Khandelwal, Safal Niveshak
23 Nov 2023
The rally in US stocks in recent weeks has taken attention away from what looks like a pretty concerning forward picture from earnings releases
Q4 earnings expectations have come down considerably in recent weeks, in contrast with equity market strength. Source: Bob Elliott, Factset
