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4 Sep 2023

With total return data going back to March 1999, the Nasdaq 100 (NDX)’s 42.54% YTD total return is the best on record (2020’s post-Covid bounce in tech stocks came close)

Source: Jim Bianco

4 Sep 2023

Asset class returns matrix by JP Morgan updated as of the end of August 2023

Source: JP Morgan

4 Sep 2023

India's driest August in more than 100 years may force the country to impose additional export restrictions!

Source: Barchart, Bloomberg

4 Sep 2023

A wave of corporate debt refinancing over the next 6 months will spark a recession in 2024 warns Fidelity International

Source: Barchart, Bloomberg

4 Sep 2023

Mind the gap: The valuation of S&P 500 has become cheaper but attractiveness vs interest rates has decreased massively as US 10y real yields now at almost 2%

Chart via Goldman Sachs thru HolgerZ

4 Sep 2023

Less can be more

By PsycheWizard

4 Sep 2023

Highest paid CEOs in the US

Source: Visual Data, data_rep, u/statZwiki)

4 Sep 2023

Crude Oil $100 calls over the next year have seen their open interest rise to 120,000 as of Thursday. $90 and $100 calls are also the 2 most held strikes over the next 12 months

Source: Barchart, Bloomberg

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