8 Jan 2023
Are we just at the start of a new Value outperformance cycle?
MSCI Growth vs. Value. In dark blue periods of growth outperformance. Source: Gianluca at MenthorQ Pro
8 Jan 2023
The S&P 500 4-year Presidential cycle
The 3rd year (pre-election) is historically the best one. The trend is more important than the level. Source: Thomas Callum, All-Star-Charts
8 Jan 2023
The Nasdaq index and the US 30-year bond yield (inverted)
Every move on the Nasdaq is dictated by US Interest rates. Source: Jeff Weniger
7 Jan 2023
China’s Cascade of Economic Support Measures Spurs Yuan Buying
Bloomberg
7 Jan 2023
US Services Gauge Shrinks Unexpectedly in Worst Slide Since 2020
Source: Bloomberg
7 Jan 2023
Maps can be confusing...
Source: Science (twitter)
7 Jan 2023
US equities: New highs > new lows last week for first time since August and only 3rd time since Nov 2021.
NYSE + Nasdaq New highs & lows (as a % of issues traded) Willie Delwiche, All Star Charts Plus
7 Jan 2023
Michael Saylor Bitcoin strategy
Michael Saylor, CEO of Microstrategy, shows that his strategy of accumulating bitcoin (using Microstrategy Treasury money) since August 2020 is still doing better than investing in any other asset classes.
