8 Jan 2024
Global Energy Shock Graph (only till 2020 unfortunately) Life without fossil fuels is not for tomorrow
Source: Willem Middelkoop
8 Jan 2024
Freddie Mac Serious delinquency rate US multifamily homes
thru The Daily Shot
8 Jan 2024
You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator
https://lnkd.in/eFFzyTpu (This applies to the US only)
8 Jan 2024
Key Events This Week
1. 10-Year Note Auction - Wednesday 2. crudeoil Inventories - Wednesday 3. December CPI Inflation data - Thursday (Crucial data ahead of the January Fed meeting). 4. Initial Jobless Claims - Thursday 5. December PPI Inflation data - Friday 6. Total of 4 Fed Members Speak 7. Earning season Kick-off with some big banks publishing on Friday - see below Source: The Kobeissi Letter, Earnings Whispers
8 Jan 2024
Warren Buffett became a Millionaire at the age of 30 and a Billionaire at 56
Here's Warren Buffett's net worth by age - source: Evan
8 Jan 2024
Sentiment and overly bullish positioning remain short-term hurdles for the stock market
Too positive
8 Jan 2024
Goldman believes that the 5% EPS forecast for sp500 is too low as a strong economy and falling interest rates should lead to positive surprises
Source: Bloomberg
8 Jan 2024
BofA Harnett: "...new 'BRICS 10’= 51% of global CO2 emissions, 46% of population, 45% of energy consumption, 45% of oil production, 37% of GDP (at purchasing power parity)…
yet <25% of global market cap, and EM equities also at 52-year low vs. US" Source: BofA, TME
