8 Apr 2024
Gold as the ultimate macro hedge / diversifier within a multi-assets portfolio
This might be one of key investment theme of the current decade
8 Apr 2024
Torsten Slok at Apollo is sticking to his view that there will be no US rate cut this year...
Source: Markets & Mayhem, Apollo
8 Apr 2024
Top Companies by Revenue - Now vs. 3 Decades Ago
Source: Visual Capitalist thru Win Smart
8 Apr 2024
The week ahead...
Source: Syz Group
8 Apr 2024
It's the liquidity, stupid! Yellen's stealth QE overpowering Powell's QT.
This probably helps risk assets performing well despite high interest rates and qt (Chart via SRP thru HolgerZ)
8 Apr 2024
10 Rules Of IKIGAI.
Source: Seek Wiser
8 Apr 2024
Price cuts in Florida just surged up to the highest level
In http://Realtor.com's data set: 30.1% of all house listings had a price reduction in March 2024. Indicating substantial "selling pressure". Source: Nick Gerli, Re.venture
8 Apr 2024
The Q1 reporting us earnings season kicks off next week with the banks reporting on Friday.
Below is a sneak preview of what's to come during the first three weeks. Note: companies marked with * are currently unconfirmed. Watch for: $MSFT, $TSLA, $AMZN, $GOOGL, $META, $TSM, $JPM, $XOM, $MA, $V, $NFLX, $CAT, $ASML and more Source: Wall Street Horizon
