Comparing the market capitalization of Big Tech stocks to the GDP of nations, Apple and Microsoft emerge as giants. They would rank 8th and 9th respectively if they were countries
$AAPL $MSFT $GOOGL $AMZN $NVDA $TSLA $META Source: Beth Kindig
Nalanda Capital's approach to investing
Source: What I learned about investing from Darwin by Pulak Prasad Illustration: Vishal Khandelval
The Bitcoin Supply Formula
Source: documenting bitcoin
Over 80% of all US money created (US Dollars printed) took place between 2020 and 2023
Source: Win Smart
Investing Mindset
Source: Mind Matters Money
Worldwide App Downloads
Despite Chatgpt's meteoric rise this year and with over 10M app downloads in August, it still lagged behind traditional giants like TikTok, Instagram, and Facebook, each of which had over 50M downloads in the same month. Source: Beth Kindig, Business of Apps
Brent oil vs. Citigroup global inflation surprises index
Oil price usually lead inflation 👇 The recent uptick in oil price will be probably not enough to materially change inflation surprises, but should oil continue to go up it would start to have an impact. Source: Michel A.Arouet
The sp500 P/E ratio used to be tightly correlated to the US 2 year yield (inverted on the chart), i.e the lower the 2 year yield, the higher the P/E ratio and vice versa
Well, this is no longer the case as a giant crocodile jaw has been forming. Which of the 2 will bind firts? Source. Jeroen Blokland, True Insights
