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8 Sep 2023

As Goldman's Brian Garrett noted yesterday, it has been 91 days since the sp500 suffered a 1.5% loss or greater in a day...

That's unusual - it has happened only 5 times in the last 15 years. As we have discussed recently, Sep + Oct are seasonally-volatile months... Source: Goldman Sachs

8 Sep 2023

An important chart

Source: J-C Parets

8 Sep 2023

Should German automotive executives start to panic?

While German unions request four days workweek, projections by IHS / UBS show that China automakers are likely to take substantial global market share in the years to come... Source: Michel A.Arouet

8 Sep 2023

This is an AI generated annotated chart

Source: Murilo Pereira

8 Sep 2023

At least there is deflation somehwre...

The average price of a used #Tesla has declined 13 months in a row, moving from a record high of $67,900 in July 2022 to a record low of $41,574 in August 2023 (-39%). Source: Charlie Bilello

8 Sep 2023

A new all time high for gold denominated in yen

Source: barchart

8 Sep 2023

VC funding deals in 2023 so far:

💰50 largest VC funding deals reached $32B so far in 2023, with $13.2B of that for AI startups🤖. 🤖OpenAI, the company behind ChatGPT, is currently the recipient of the largest venture funding deal of 2023 so far at $10B. Source: Genuine Impact

8 Sep 2023

Are FED priorities shifting?

Mentions of inflation in the Fed's Beige book were the fewest since Jan 2022...Meanwhile, mentions of recession jumped to the highest level since at least 2018. The fact that there have been so many mentions of a word which as recently as 2020 and 2021 barely existed in the Beige Book vocabulary could give an indication what the Fed is most worried about today. Source: www.zerohedge.com

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