20 Dec 2023
Assets Explained Simply
by Brian Feroldi
20 Dec 2023
Antifragile: Things that gain from disorder
Source: Investment Books (Dhaval)
20 Dec 2023
The number of core participants at OP28 in Dubai topped a record 65,000, an increase of 80 per cent on the flagship UN climate summit’s event last year in Sharm el-Sheikh, Egypt
Source: FT
20 Dec 2023
The US added the equivalent of a new Venezuela in oil supply during Q4, with less rigs producing more oil as technological efficiency ramps up
This supply growth has exceeded expectations and furled OPEC's attempt to put a floor under prices, at least for now. Source: Markets & Mayhem, Bloomberg
20 Dec 2023
Chinese stocks made up 24.7% of the MSCI Emerging Markets index by capitalization, down from 40% three years ago
Meanwhile, India's weight has doubled... Source: Gavekal
20 Dec 2023
Nestle back on major level
Nestle (NESN VX) has consolidated 25% since July 2022. It's now on 2009 majort support level. Keep an eye at this key level. Source : Bloomberg
19 Dec 2023
Failures as lessons
Source: Yasin Arafeh
19 Dec 2023
The supply chain / 3inflation risk ahead of 2024. Red Sea is now largely closed to traffic
That's 8.8 million bpd of daily oil transit, and nearly 380 million tons of daily cargo transit. Global traffic now will be rerouted around Cape of Good Hope, adding 40% to voyage distance (and even more to cost) Source: www.zerohedge.com
