24 Nov 2023
US budget deficits in the years to come
Source: Win Smart, CBO , Bloomberg
24 Nov 2023
Uranium narrative has been making headlines this year. Just in 2023, Uranium is up by nearly 60%
Prices are now back above the levels seen before the Fukushima incident in March 2011. Simultaneously, uranium prices also major tailwinds from a supply deficit in the coming years, especially in the U.S. By 2028 a shortfall of 60% is expected... Meanwhile, a long list of countries sees nuclear as one of the only "clean" viable option... Source: Game of Trades
24 Nov 2023
Below the average 3-month ATM implied volatility (max/min range since 2008)
Source: TME, GS
24 Nov 2023
The stock market isn't the economy...The Chinese version...
Source: GS, TME
24 Nov 2023
A funny one to end the week...
Source: Win Smart
24 Nov 2023
Energy Sector on major level
Energy Sector (XLE US) has tested again July 2022 uptrend support. Source : Bloomberg
24 Nov 2023
Something to keep in mind for 2024?
Source: Michel A.Arouet
24 Nov 2023
A gauge of early-stage small, mid-cap growth stocks in China has rallied 40% within just a few weeks
Source: David Ingles, Bloomberg
