22 Mar 2024
us households equity allocation is at record high
Source: Goldman Sachs
21 Mar 2024
At 5,215, the S&P 500 is already 7.3% above the average 2024 year-end price target from Wall Street strategists (4,861). $SPX
Source: Charlie Bilello
21 Mar 2024
all-time high my friends !
Source: Not Jerome Powell
19 Mar 2024
A little History in a Chart.
Green=Bull Markets 🐂 Red=Bear Markets 🐻 source : bespoke
19 Mar 2024
Here's the S&P 500 stocks that bought back the most shares in Q4 2023
1 Apple $AAPL: $22.7B 2 Google $GOOGL: $16.2B 3 Raytheon $RTX: $10.3B 4 General Motors $GM: $10B 5 Broadcom $AVGO: $8.3B 6 Facebook $META: $8.2B 7 Exxon Mobil $XOM: $4.7B 8 Microsoft $MSFT: $4b 9 Visa $V: $3.8B 10 Comcast $CMCSA $3.5B source : StockMKTNewz
19 Mar 2024
Remember when unprofitable tech was all the rage in 2021?
It never really recovered. All the money went into the Mag7 stocks instead, and to a lesser extent profitable NASDAQ companies. Chart: TS Lombard thru Markets & Mayhem
18 Mar 2024
Brilliant chart by the wonderful folks at Longview Economics showing the Top 10 stocks as a share of global market cap (%).
Source: Longview Economics
18 Mar 2024
S&P 500 Tech Profit Margins versus the rest.
Source: Eugene Ng, Goldman Sachs
