30 Jan 2024
The SP500 is expensive
Source: Win Smart, BofA
30 Jan 2024
investing
Source: Win Smart, CFA
29 Jan 2024
"Australia (67%) and Canada (74%) have the highest percentage of money losing companies in the world and Japan (15%) has the lowest" - via @AswathDamodaran
Source: Charlie Munger Fans
29 Jan 2024
Chinese Stocks have fallen to a P/E Ratio of just 8, their lowest valuation in a decade 👀
Source: Barchart, Bloomberg
29 Jan 2024
This US equity bull market doesn't care about earnings misses...
Despite the fact that >20% of SPX companies have missed, on average, they are still getting rewarded for it. Source: TME, Jefferies
29 Jan 2024
The "Deutsche Mag 5" -> Germany has its version of Magnificent 7 stocks
An index consisting of SAP, Siemens, Allianz, Munich Re, and Deutsche Telekom has outperformed the Dax Price Index by almost 90ppts over a 10y period. Source: HolgerZ, Bloomberg, TME
Germany has its version of Magnificent 7 stocks">
Germany has its version of Magnificent 7 stocks">
Germany has its version of Magnificent 7 stocks">
Germany has its version of Magnificent 7 stocks">
Germany has its version of Magnificent 7 stocks">
29 Jan 2024
NARROWNESS >>> The top 13 stocks have driven the whole of the S&P’s YTD upside with the top five contributing ~70%
Source: Bloomberg, TME
29 Jan 2024
How are the 'Magnificent 7' Tech Stocks doing so far this year?
Nvidia Is Up +23.2% $NVDA. Meta Is Up +11.3% $META. Alphabet Is Up +9.1% $GOOGL. Microsoft Is Up +7.4% $MSFT. Amazon Is Up +4.7% $AMZN. 🔴 Apple Is Down -0.1% $AAPL 🔴 Tesla Is Down -26.2% $TSLA Source: Jesse Cohen, Bloomberg
