25 Oct 2023
Perseverance
Source: Strati Georgopoulos
25 Oct 2023
It’s not a disconnect between macro view and S&P 500, it’s simply Mag7 euphoria driving the divergence
S&P 493 is valued more in line with macro expectations. Source: BofA, Michel A.Arouet
25 Oct 2023
Dassault Systemes trying to breakout resistance
Dassault Systemes (DSY FP) trying to break resistance 37.29. Recently false breakdown of October uptrend on probably a liquidity grab. Keep an eye. Source : Bloomberg
24 Oct 2023
10-Year Bond Yields
USA 5.00% Greece 4.36% Source: Bloomberg, Lawrence McDonald
24 Oct 2023
Here's a chart of gold in yen
Japan has been ahead of the curve when it comes to FIAT currency debasement and the way its currency is trading against gold is rather frightening with another huge ~10% new ATH move this month. Will other FIAT currencies follow the yen path? Source: Graddhy - Commodities TA+Cycles
24 Oct 2023
Tweet by Lyn Alden -> "Egypt is currently dealing with a sovereign debt crisis. Multiple ratings downgrades, currency devaluation, working with the IMF, etc.
So, people buy stocks. The stocks are not doing well in dollar terms, but they're doing fine nominally.
24 Oct 2023
Quantitative tightening (QT) may have taken a backseat in recent months, but is still very much in vogue
Source: BofA, TME
24 Oct 2023
Bitcoin hit $34k on short squeeze
BTC
