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18 Mar 2024

$SPX/GDP, the 'Buffet' indicator, is back near the 2021 highs

Source: Swordfishvegetable

15 Mar 2024

Why has the sp500 been moving higher despite rate cuts expectations being revised downward?

It is as simple as EPS 12 month estimates have soared. Up another 2% the past 12 months. Source: Ryan Detrick

15 Mar 2024

Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100.

Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since November 2021. Source: Charlie Bilello

15 Mar 2024

Believe it or not oil is outperforming the NASDAQ this year

Source: Bloomberg

14 Mar 2024

European Stocks are on track for their 8th consecutive green week which would be their longest winning streak since 2022

source : barchart

14 Mar 2024

In case you missed it...energy stocks relative performance vs sp500 has turned around at the end of February...

Source: J-C Parets

14 Mar 2024

Why you need to invest, in one chart...

Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation. At the same time, the sp500 has gained 840% (7.8% per year) after adjusting for inflation... Source: Charlie Bilello

13 Mar 2024

Who Remembers March 12, 2020?

Source : fintwit

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