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29 Feb 2024

Cartoon of the Day by Hedgye:

The Magnificent7 are dropping like flies

29 Feb 2024

Is nivdia $NVDA - cheap?

Via Bear Traps: "NVDA is now trading at a lower multiple than the NDX: fwd P/E is ~29 vs 32x for the NDX. NVDA is expected to grow earnings at 78% y/y for the current year and the Nasdaq 100 EPS growth is an estimated 17%." Source: TME

29 Feb 2024

Ethereum reaching an important resistance level

Ethereum (XETUSD) has rallyed 130% since October swing low without any decent consolidation !!! It's now reaching an important resistance zone 3490-3580. Will it have enough strenght to continue or is it time for a break ? Source : Bloomberg

29 Feb 2024

The World’s Biggest Fashion Companies by Market Cap 👔

Source: Visual Capitalist

29 Feb 2024

Bubbles out into perspectives...

Source: Refinitiv

29 Feb 2024

When you invest in US debt, think twice...

In Q4 2023, nominal GDP grew by 3.2% according to data on Wednesday. This would mean a $334.5 billion increase in nominal GDP. Meanwhile, over the same time period the US added $834.2 billion of debt. In other words, it cost us $2.50 of debt for every $1.00 of GDP last quarter, according to Zerohedge. As Fed Chair Powell recently said, "we are on an unsustainable fiscal path." What's the long term plan here? Source: The Kobeissi Letter, www.zerohedge.com

29 Feb 2024

Bonds are “safe”?

Think again, they have also had large, extended drawdowns, UBS Yearbook shows.

29 Feb 2024

Buffett's longest held stocks:

$KO - 34 years $AXP - 29 years $MCO - 22 years $GLBE - 22 years $PG - 18 years He has returned 20% CAGR since 1965. Source: The Investing for Beginners Podcast

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