16 Apr 2024
The sp500 closed below its 50-day moving average today for the first time since last November, ending the 10th longest streak since 1950.
Source: Charlie Bilello
16 Apr 2024
Scarcity matters by Quartr.
Enzo Ferrari's iconic quote "Ferrari will always deliver one car less than the market demands" remains deeply ingrained in $RACE's DNA until this day. While companies in this chart are leveraging different strategies, they are all automakers. Comparing the EBIT margins (FY 2023) of a select group of automakers:
15 Apr 2024
Don’t time the market
Thru Compounding Quality
15 Apr 2024
Eisenhower Matrix : Busy-ness doesn't equal productivity.
Credits : Ben Meer, Alvin Foo
15 Apr 2024
Bitcoin $BTC priced in grams of gold... (log chart)
Note that 1) $1,000 seems to be a key resistance; 2) Bitcoin hasn't made a new all-time high yet... Source: www.priceingold.com
15 Apr 2024
Consensus earnings estimates are projecting +3% YoY EPS Growth for the $SPX in Q1.
Last quarter, Wall Street was also modelling +3% EPS Growth and the realized number came in at +8%. Source: David Marlin, Goldman Sachs
15 Apr 2024
The Mag7's weighting in the SP500 just hit another new high
Source: Cheddar Flow
15 Apr 2024
Getting to 2% YoY CPI by the end of 2024 means we need to average monthly CPI prints of 0.1% or less from here.
Source: Bespoke
