21 Aug 2023
Active vs. passive management
source: Brian Feroldi
21 Aug 2023
What were hedge funds buying in Q2?
(source: App Economy Insights) Here are some findings when diving into 13F: 🤖 AI models ⚙️ Semiconductors 🎤 A bit of Taylor Swift 💊 And... weight-loss drugs?!
18 Aug 2023
The generative AI software market is forecast to rapidly grow from $1.5B in 2022 to nearly $280B in 2032
Representing a 69% CAGR – driven by AI assistants and workload infrastructure software, which could contribute $160B combined. Source: Bloomberg, Beth Kindig Potential winners? $META $ADBE $NVDA $MSFT (not an investment recommendation)
18 Aug 2023
In 2009 China sparked global reflation. In 2023, could China to spark global deflation?
Source: www.zerohedge.com
18 Aug 2023
Hedgeye is undefeated
Source: Hedgeye
18 Aug 2023
At least a positive (contrarian) news
The SPX Put to call ratio is at its highest since the SVB banking crisis. In a short term view, the 'PUT BUS' is getting crowded and a crowded trade is usually not a good trade. Source: JC Investment
18 Aug 2023
"inflation is always and everywhere a monetary phenomenon." - Milton Friedman
Source: Charlie Bilello
18 Aug 2023
More than 80% of SP500 companies that have reported so far have beaten profit expectations but the returns are setting this up to be one of the worst earnings seasons over the last 11 years
Source: Bloomberg
