15 Aug 2024
$SBUX Starbucks replaces CEO Laxman Narasimhan with $CMG Chipotle CEO Brian Niccol
$CMG Chipotle's stock is up 773% since Brian Niccol became CEO in March 2018 Just 9 S&P 500 stocks have performed better than $CMG since March 2018 $SBUX must have paid him the star bucks... Source: Stocktwits
15 Aug 2024
Value investor Seth Klarman cuts his stake in Alphabet and buys Humana
Source: Bloomberg
14 Aug 2024
Cathie Wood goes on a dip-buying spree
Source: Bloomberg
13 Aug 2024
There's the rest of the market .. and then there's $NVDA
Source: Markets & Mayhem
13 Aug 2024
On average with the 4-year cycle... the next few months are sideways at best...
Source: Grant Hawkridge
12 Aug 2024
The cost to hedge a 10% drop in the S&P 500 $SPY is hovering at roughly its highest point since October 2023
Source: Bloomberg, Barchart
12 Aug 2024
An important development for portfolio construction: bonds and equities are negatively correlated again.
Source: Bloomberg, Alessio Urban
12 Aug 2024
As the Mag 7 slow the rest of the SP500 is showing signs of improving growth
Source: Bloomberg intelligence, Markets & Mayhem
