22 Dec 2023
The probability of a Fed rate cut in March 2024 has jumped up to 83%. A month ago the odds were only 29%.
Source: Charlie Bilello
22 Dec 2023
Ocean Freight
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22 Dec 2023
mindset
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22 Dec 2023
Buffett. Lynch. Munger. Fischer.
All of these investing legends use checklists. Source: Brian Feroldi
22 Dec 2023
Bond trade looks a bit crowded: Record 62% of Fund Managers polled by BofA in December expect bond yields to be lower in 12 months’ time.
Source: BofA, HolgerZ
22 Dec 2023
The longer you own an actively managed mutual fund, the more likely you are to underperform the market, especially on a risk-adjusted basis
Source: Peter Mallouk
21 Dec 2023
AstraZeneca still in consolidation mode
AstraZeneca (AZN LN) is still consolidating since April (down 20%) but it's getting close to the tip of the triangle, so keep an eye, could see a move soon ! Source : Bloomberg.
21 Dec 2023
Tavi Costa -> Brazilian equity markets have experienced near-record foreign investments in the last month
Despite all the skepticism about $EWZ is outperforming the S&P 500 by 23 percentage points in the last 2 years. The aggregate market cap of Brazilian stocks relative to its overall money supply remains near historical lows. Source: Crescat Capital, Bloomberg
