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    23 Jan 2024

    Japan is expected to be short 11 million workers by 2040

    Source: Win Smart, FT

    #Macroeconomics| #Asia
    Japan is expected to be short 11 million workers by 2040
    Japan is expected to be short 11 million workers by 2040
    23 Jan 2024

    The world's top 5 stock markets by market-cap. It has been a one-man show by the US

    Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet

    #markets| #equities
    The world's top 5 stock markets by market-cap. It has been a one-man show by the US
    The world's top 5 stock markets by market-cap. It has been a one-man show by the US
    23 Jan 2024

    India’s stock market has overtaken Hong Kong’s for the 1st time in another feat for the South Asian nation whose growth prospects & policy reforms have made it an investor darling

    Source: Bloomberg, HolgerZ

    #equities| #Asia
    India’s stock market has overtaken Hong Kong’s for the 1st time in another feat for the South Asian nation whose growth prospects & policy reforms have made it an investor darling
    India’s stock market has overtaken Hong Kong’s for the 1st time in another feat for the South Asian nation whose growth prospects & policy reforms have made it an investor darling
    23 Jan 2024

    As of January 19th, NVIDIA $NVDA and Microsoft $MSFT had accounted for about 75% of the S&P 500's gain this year, while the 20 largest stocks in the index accounted for 110% of the index's upside move

    The remaining ~480 stocks were acting as a drag. Source: Bespoke

    #markets| #equities
    As of January 19th, NVIDIA $NVDA and Microsoft $MSFT had accounted for about 75% of the S&P 500's gain this year, while the 20 largest stocks in the index accounted for 110% of the index's upside move
    As of January 19th, NVIDIA $NVDA and Microsoft $MSFT had accounted for about 75% of the S&P 500's gain this year, while the 20 largest stocks in the index accounted for 110% of the index's upside move
    23 Jan 2024

    Thought of the day

    Source: Asif MajidAsif Majid

    #Food for Thoughts
    Thought of the day
    Thought of the day
    23 Jan 2024

    Only a tiny fraction of the world owns bitcoin, and after the halving in April, only 1.3125/21M btc will be left to be mined

    Source: Walker

    #Crypto| #bitcoin
    Only a tiny fraction of the world owns bitcoin, and after the halving in April, only 1.3125/21M btc will be left to be mined
    Only a tiny fraction of the world owns bitcoin, and after the halving in April, only 1.3125/21M btc will be left to be mined
    23 Jan 2024

    The put/call ratio is as low as at the DotCom peak

    Source: The Daily Shot, WinSmart

    #markets
    The put/call ratio is as low as at the DotCom peak
    The put/call ratio is as low as at the DotCom peak
    22 Jan 2024

    As stocks hit all-time highs, hedge funds are massively shorting stocks Goldman trading desk: "equity skeptics have piled on short bets

    Per our Prime Team, shorts outpaced longs by 2:1 this past week, and 3:1 YTD. " Source: Goldman Sachs, www.zerohedge.com

    #equities| #Alternatives
    As stocks hit all-time highs, hedge funds are massively shorting stocks Goldman trading desk:
    As stocks hit all-time highs, hedge funds are massively shorting stocks Goldman trading desk:
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