15 Jan 2024
Weighted Average interestrate for sp500 non-financial firms is expected to pick-up in 2024e and 2025e but remains quite low by historical standard.
Source: Michel A.Arouet
15 Jan 2024
BlackRock is already putting out charts showing that $BTC has been the world's best-performing asset in the last decade.
Source: Lark Davis
15 Jan 2024
Top 5 spot Bitcoin total flows:
BlackRock: $497.7 million Fidelity: $422.3 million Bitwise: $237.9 million ARK 21Shares: $105.2 million Franklin: $50.1 million Source: Bitcoin Magazine
15 Jan 2024
Is this the reason why the Fed might be forced to cut rates in March?
We could have: 1. Reverse repo ends (see chart below) 2. BTFP expires 3. Fed cuts (allegedly) 4. QT ends (allegedly) I.e 3 and 4 could counter-balance 1 and 2
15 Jan 2024
Natural Gas is now up 54% since the December 13th low and has traded green in 8 of the last 9 days.
Source: www.zerohedge.com, Bloomberg
15 Jan 2024
Taiwan Semiconductor is trading at a political discount, which is unlikely to narrow after the election of the China-critical candidate Lai Ching-te.
Source: Bloomberg, HolgerZ
15 Jan 2024
What are you watching this week?
• Tuesday: $GS, $IBKR, $MS. • Wednesday: $DFS, $PLD, $SCHW. • Thursday: $TSM. • Friday: $ALLY. Source: Earnings Whispers
15 Jan 2024
Fund flows do not sound "risk-on" at all...
Money Market Funds have seen inflows of $163 billion over the first 2 weeks this year, the highest amount EVER 👇 Source: BofA, Win Smart
