3 May 2024
If you had invested $10,000 into Peloton $PTON at its peak in January 2021 and held to today you'd currently have ... $174
Source: Evan, Ycharts
2 May 2024
The gains in equities & bonds during the Fed meeting were completely wiped out by the market by the end.
Nasdaq 100 closed 0.7% lower, and US 10y yields pared most of their drop. Source: HolgerZ, Bloomberg
2 May 2024
16 years of Mastercard vs Visa.
Both $MA (21.6%) and $V (20.9%) have remarkable CAGRs over that period. They have been pretty correlated throughout the period, taking over the world in unison. Source: Bloomberg, KoyfinCharts
2 May 2024
Chinese Stocks enter technical bull market after rallying 20% off the Jan 22 low
Source: Barchart
1 May 2024
Asset Managers are the most long U.S. equity Futures in AT LEAST the last 12 years 👀
Source: Barchart, JP Morgan
1 May 2024
Quality is not cheap...
Source: Goldman
1 May 2024
Goldman Sachs and HSBC are saying that funds and global investors are rotating out of US and Japanese stocks
To reposition on the Hong Kong stock market which appears to offer significantly better opportunity. Hong Kong listed companies mainly do business across Asia with limited interference from the Chinese government. Source: Bloomberg
29 Apr 2024
Asset managers and leveraged funds remain very, very long US equities
Source: Bloomberg
