Capital inflows into spot ETFs continue, whereas Grayscale is seeing continuous net outflows
source : dune
All-Time Highs
BRK.A and BRK.B both hit new all-time highs on Monday, Tuesday, and Wednesday. The Class A shares also rose above $600,000 for the first time ever. source : keja
The U.S. Dollar is currently used in more than 48% of international payment transactions, the highest level in more than a decade.
USD isn’t going away anytime soon 🇺🇸. Source: Barchart, Macrobond
The rally on Wall Street has meant that US equities now have a weighting of ~70% in the popular MSCI World index.
That is a record. The risk is correspondingly high if US equities go out of fashion. Source: Bloomberg, HolgerZ
The us equity rally is being supported by better NTM earnings as well as multiple expansion, the latter driven mostly by Tech.
Source: Barclays, TME
This is out of this world...
Source: Not Jerome Powell
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
