12 Feb 2024
How to analyze a business, FAST
Source: Brian Feroldi
12 Feb 2024
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
12 Feb 2024
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
12 Feb 2024
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
12 Feb 2024
In the long run, stock prices go up...
Source: BofA
12 Feb 2024
The negative correlation between the us dollar with stocks (and other risk assets) has been strong for quite some time.
Meanwhile, US Dollar Index Futures are up every single week this year. Has this relationship now changed, or is the unwind about to come? Source: JC Parets
12 Feb 2024
Are investors too complacent on the 10-year us treasury?
Investors expect 3% treasuries at year-end Source: Win Smart, CFA, BofA, The Daily Shot
12 Feb 2024
Visualizing the Rise of the U.S. as Top Crude Oil Producer 🛢️
Source: Visual Capitalist
