12 Dec 2023
US population growth has fallen off a cliff. Nearing 0% levels indicating almost NO growth. Current levels have NOT been seen in 100+ years
Source: Game of Trades
12 Dec 2023
China is the only country experiencing deflation
CPI is down 4.7% since 2020 while every other country has experience inflation – some experiencing the highest in decades. Source: Genevieve Roch-Decter, CFA, Bloomberg, Macrobond
12 Dec 2023
Staying Invested
Source: Brian Feroldi
12 Dec 2023
Largest US Companies by Market Cap, 1960 to Today...
Source: Charlie Bilello
12 Dec 2023
The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high
When a trade becomes this crowded, how long until things reverse course? Source: Rosenberg Research
12 Dec 2023
Despite all the talk, the world uses USD to trade
Source: DB
12 Dec 2023
Too much, too fast? Markets is seeing the FED being the most aggressive in terms of rate cuts next year
Source: DB, TME
12 Dec 2023
Parkinson's law
Time Management
