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8 Aug 2023

China's Inward Foreign Direct Investment Falls To The Lowest Level On Record...

Indeed, Inward FDI fell further in Q2: The preliminary Q2 Balance of Payments (BOP) data released last week showed China's current account still enjoys a healthy surplus, but the financial account continues to see notable net outflows. In particular, inward Foreign Direct Investment (FDI) fell to the lowest level since the series started in 1998. Source: SAFE, www.zerohedge.com

8 Aug 2023

The US Corporate Debt Maturity Wall

$230bn ($525bn Annualized) of Corporate Debt Matures in the Remainder of 2023 $790bn matures in 2024 $1,070bn matures in 2025 Source: Ayesha Tariq, Goldman Sachs

8 Aug 2023

"SOFT LANDING" is becoming mainstream

Source: Bloomberg, Citi

8 Aug 2023

Charlie Munger on complex DCF models

Source: Brian Feroldi

8 Aug 2023

VIX seasonality suggest some volatile months ahead for stocks

Vix Seasonality

8 Aug 2023

The Magnificent Seven have added nearly $4.2T in market cap this year, led by Apple’s $AAPL $781B increase and Nvidia’s $NVDA $745B rise

Microsoft $MSFT, Amazon $AMZN, and Meta $META all have added over $500B as well. Will it last? Source: Beth_Kindig

8 Aug 2023

This could be a problem for sugar prices which already hit 12-year highs back in May

Source: Barchart

8 Aug 2023

Saudi Aramco 2Q 2023 profit vs. profits of the Majors

Source: company results

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