21 Aug 2023
China is more dependent on real estate than any other country
Almost 30% of Chinese GDP dependent on #realestate combined with 50 million vacant apartments is a dangerous mix. Source: FT
21 Aug 2023
A public library made up entirely of books once destined for landfill. 🙌🏼
Source: Daniel Abrahams
21 Aug 2023
How all 3 Financial Statements Connect
by Josh YourCFOGuy
21 Aug 2023
Here's a chart comparing bitcoin liquidations on Thursday versus the FTX collapse in November 2022.
This feels like yet another sign of the drying #liquidity markets we have seen over the last few weeks. Source: The Kobeissi Letter
21 Aug 2023
Active vs. passive management
source: Brian Feroldi
21 Aug 2023
What were hedge funds buying in Q2?
(source: App Economy Insights) Here are some findings when diving into 13F: 🤖 AI models ⚙️ Semiconductors 🎤 A bit of Taylor Swift 💊 And... weight-loss drugs?!
18 Aug 2023
The generative AI software market is forecast to rapidly grow from $1.5B in 2022 to nearly $280B in 2032
Representing a 69% CAGR – driven by AI assistants and workload infrastructure software, which could contribute $160B combined. Source: Bloomberg, Beth Kindig Potential winners? $META $ADBE $NVDA $MSFT (not an investment recommendation)
18 Aug 2023
In 2009 China sparked global reflation. In 2023, could China to spark global deflation?
Source: www.zerohedge.com
