10 Aug 2023
"Magnificent 7" stocks valuations are NOT cheap. Example: Apple
Apple's P/E Ratio: 30x 10-year average: 20x Apple's EV/EBITDA Ratio: 23x 10-year average: 14x Apple's Price to Sales Ratio: 7.5x 10-year average: 4.6x $AAPL Source: Charlie Bilello
10 Aug 2023
On average, bubbles rise 217% during the 3 years leading up to the peak according to data from Morgan Stanley
Megacap Tech stocks are already up 200% year-to-date. Source: Barchart
8 Aug 2023
VIX seasonality suggest some volatile months ahead for stocks
Vix Seasonality
8 Aug 2023
Saudi Aramco 2Q 2023 profit vs. profits of the Majors
Source: company results
7 Aug 2023
Top 50 unicorns according to crunchbase
Source: PlotSet.com
7 Aug 2023
Michael Burry top holdings are two Chinese ADRs at the time the $KWEB etf is starting to outperform $QQQ
Source: The Long Investor
7 Aug 2023
Tavi Costa: "Brazilian equities have been attracting unprecedented levels of foreign capital investments, marking a fundamental shift since the global financial crisis
Net inflows from international investors over the past 50 days have reached historically elevated levels, maintaining a consistent upward trajectory over the last two years". Source: Tavi Costa, Bloomberg
7 Aug 2023
Is stocks leadership vs. commodities starting to roll over?
Source: J-C Parets
