19 Sep 2023
Can be the second half of 2007 be a good parallel for today's market?
As highlighted by MacroAlf, back in 2007, the FED kept rates at 5.25% (orange) despite core inflation was trending around 2% (blue) for quarters already. That ''higher for longer'' stubborness kept policy unnecessarily tight - as we figured out in 2008... Source: Alfonso Peccatiello
19 Sep 2023
Valuation premium of US tech stocks vs. rest of the world is going beyond parabolic...
Source: Topdowncharts, TME
19 Sep 2023
It is official? Total US Debt surpasses $33 trillion for the first time. For those keeping tabs, the US added $1 trillion in debt in just 3 months
Cartoon: Gary Varvel
19 Sep 2023
Long Big tech is now the most crowded trade in the latest Global Fund Manager Survey by BofA
Short China equities comes next.
19 Sep 2023
Reality
Source: Mindsetconquer
19 Sep 2023
The Cash Flow Statement Explained Simply
Source: Brian Feroldi
19 Sep 2023
"Learn as you go"
Source: Strati Georgopoulos
19 Sep 2023
OIL AND THE DOLLAR SQUEEZE...
Most think oil up must be accompanied with the dollar trading down, but the latest surge in oil has taken place with the dollar squeezing hard as well. Source: TME
