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🚨 The S&P 500 P/E Ratios Heat Map.
What do you notice? $SPY Source: Jesse Cohen @JesseCohenInv
European Stocks trading at an all-time record discount relative to US Stocks
Source: Barchart, Blackrock
🚨Only 32% of the S&P 500 firms have outperformed the index year-to-date after 29% in 2023, one of the lowest readings on record.
In other words, 32% of companies gained more than 27% this year. In the past, this happened only once, in the 1998-1999 Dot-Com Bubble. Source: Global Markets Investor
BREAKING: Corporate executives are now selling their stock at record levels, with the ratio of sellers to buyers hitting 6x.
Why are insiders cashing out? Source. The Kobeissi Letter, FT
The percentage of respondents that expect stock prices to rise over the next 12 months.
The survey began in May 1987. Source: Bianco Research
Nvidia's $NVDA has brought in $56.5 Billion of Free Cash Flow over the last year 👀
Source: Evan on X
⁉️WILL THE SEMICONDUCTOR SECTOR PULL DOWN THE S&P 500⁉️
US Semiconductor Sector has declined by 17% over the last 5 months and by 8% over the last few weeks. NVIDIA alone is down 9% over the last month. The chipmaker stock and the sector are testing now key technical levels. Source: Global Markets Investor @GlobalMktObserv
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