30 Apr 2024
Projected Q1 earnings for the S&P 500 ex-Mag 7 (left-hand chart) vs. Projected Q1 earnings for the Mag 7...
Source: Bloomberg
30 Apr 2024
72% EPS beat rate so far
6.6% EPS growth SPX ex-Fins & Energy Source: Mike Zaccardi, BofA
29 Apr 2024
Where did all the stocks go?
Since the late 1990s, the number of US publicly traded companies has plunged from just over 8K in 1996 to about 4.6K in 2022. (It’s bounced back a bit more recently.) Source: Quartr
29 Apr 2024
Asset managers and leveraged funds remain very, very long US equities
Source: Bloomberg
29 Apr 2024
Chinese stocks catching a very strong bid Monday.
The most-followed China stock index globally (MSCI China) is set to enter a bull market (note though it’s still a long way back to the top) Source: David Ingles, Bloomberg
29 Apr 2024
The UAE's ascent.
Do you know that the UAE's stock markets have a larger market capitalization than Brazil's or Spain's? Do you also know that the UAE's IPOs have been 2nd worldwide in raising capital? Source: Ryan Lemand, PhD, Bloomberg
26 Apr 2024
The chart below shared by Yahoo Finance newsletters thru Ryan Detrick, CMT shows that big starts to an election year (like '24) tend to see chop and weakness into June.
https://lnkd.in/eANaDtsN
25 Apr 2024
China stocks: still a long way to come back to the top...
Source: Bloomberg
