Only 6 weeks into 2024, and the S&P 500 and other indexes have already reached new ATH's.
With the S&P up 5.38% YTD and the Nasdaq showing a 6.75% increase, let's see which stocks are the outperformers so far 1. $SMCI - Super Micro Comp - 160.4% 2. $ARM - ARM - 53.3% 3. $NVDA - Nvidia - 45.7% 4. $PLTR - Palantir - 42.0% 5. $CLFT - Confluent - 35.6% 6. $APPF - AppFolio - 34.9% 7. $META - Meta - 32.2% Source: KoyfinCharts Note: only companies with Mcap >$5B and an Altman Z-Score >3. No biotech companies.
The Economist cover
Source: The Economist
Google trends is without a doubt one of the best retail indicators.
We are a 25% of the interest of 2021, but only 30% off the all time high for Bitcoin. FOMO may not even begin until ATH. Source: James Van Straten
How to analyze a business, FAST
Source: Brian Feroldi
In an US election year, the spread between “Job Creation” and job “approval rating on the economy” has NEVER been wider...
Source: Mohamed A. El-Erian
Happy Super Bowl Sunday!
Here's the cost of a 30-second ad over time, handily beating inflation over the last 50+ years Source: Markets & Mayhem
Another wave of early retirements is hitting as the stock market surges
This complicates the Fed's goals for the labor market to some degree, as it means there are more exiting the workforce. There's already 1.45 jobs available for every unemployed person seeking work. Source: Bloomberg, Markets & Mayhem
In the long run, stock prices go up...
Source: BofA
