17 Oct 2023
The Israeli Shekel has fallen to its lowest price against the U.S. Dollar since early 2015
Source: barchart
17 Oct 2023
Bernard Arnault lost his spot as the world’s 2nd-richest person as a selloff in luxury stocks pushed his net worth below that of Amazon's Jeff Bezos
Arnault is now worth $155.1bn, just below Bezos’s $156.3bn, acc to Bloomberg. Within 3mths, Arnault has become $58bn poorer. Source: HolgerZ, Bloomberg
17 Oct 2023
At the time of rising bond yields, here's a list of teh most indebted companies in the world by Genuine Impact
🚗Toyota Group is the most indebted company globally in 2023. 🏠While Evergrande Group, one of China’s biggest property developers, has lower debt than Toyota, its performance is significantly inferior to Toyota. It recently faced a debt crisis and is on the verge of collapse.
17 Oct 2023
Balance Sheet Explained Simply
Source: Brian Feroldi
17 Oct 2023
Through FY24 to FY27, Nvidia $NVDA is projected to generate a total of $342B in revenue
That forecasted total is more than double Nvidia’s lifetime revenues of $160.3B through the end of FY23. Source: Beth Kindig
17 Oct 2023
US Commercial real estate sales volume have fallen to the lowest level in 13 years
Source: Green Street
17 Oct 2023
The relative Nasdaq 100 bull does not care about no rates moving higher...
Source: TME, Goldman Sachs
17 Oct 2023
LVMH vs Novo Nordisk gap is getting extreme. Is there cross asset logic here, or is it just hot money switching from one ex hot asset to another "must have" asset?
Source: TME, Refinitiv
