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BREAKING: Federal Reserve
The Fed said on Tuesday that it officially saw a net negative income of $114.3 billion in 2023, a record loss tied to expenses related to managing the U.S. central bank's short-term interest rate target. The loss last year follows $58.8 billion in net income in 2022, the Fed said. Source: Barchart
Gold's role as a neutral asset with millennia of history as money is experiencing a resurgence relative to US Treasuries for global central bank reserve accumulations.
Source: Tavi Costa, Bloomberg
Cartoon of the Day by Hedgeye
$34.6 TRILLION and counting... Are we past the point of no return?
Analysts are forecasting Nvidia's annual revenue will jump to $131 billion by 2026, more than double the $61 billion recorded in the fiscal year that just ended.
$NVDA Source: Charlie Bilello
Do people appreciate how speculative "Small Cap Growth" has become?
The Russell 2000 Growth has 28% in negative earners. Prior to the GFC, negative earners were 15-18% of the index. Even in a depression (2009), it only went up to 26%. How many will "grow" into bankruptcy court? Source: Jeff Weniger
Global equity risk premium are now at the lowest since 2008.
Source: Mike Zaccardi
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