16 Oct 2023
9% of bonds are set to mature in the next 2 years → The highest level since the Financial Crisis
High interest rates will make refinancing more difficult Source: Game of Trades
16 Oct 2023
Two different years
Two different reactions by growth stocks. Source: J-C Parets
16 Oct 2023
Interesting post on apple / google
By: Linus
16 Oct 2023
$JPM JP Morgan Chase Q3 FY23
CEO Jamie Dimon: "Now may be the most dangerous time the world has seen in decades." • Net revenue +22% Y/Y to $39.9B ($0.5B beat). • Net Income $13.2B. • EPS: $4.33 ($0.39 beat). • CET1 ratio of 14.3%. Source: App Economy Insights
16 Oct 2023
Where we are on the Buffett indicator
(The ratio of the total United States stock market value to GDP) Source: Brian Feroldi
16 Oct 2023
BREAKING: A record 447,000 Americans are now working 2 full-time jobs, per Joe Consorti
Source: Barchart, Bloomberg
16 Oct 2023
stocks vs bonds
Source: Brian Feroldi
16 Oct 2023
Bloomberg analysis on war potential economic and market impacts
Source: Bloomberg
