10 Aug 2023
"Magnificent 7" stocks valuations are NOT cheap. Example: Apple
Apple's P/E Ratio: 30x 10-year average: 20x Apple's EV/EBITDA Ratio: 23x 10-year average: 14x Apple's Price to Sales Ratio: 7.5x 10-year average: 4.6x $AAPL Source: Charlie Bilello
10 Aug 2023
On average, bubbles rise 217% during the 3 years leading up to the peak according to data from Morgan Stanley
Megacap Tech stocks are already up 200% year-to-date. Source: Barchart
9 Aug 2023
SP500 seasonality and 4-year cycle analysis suggests a consolidation before a year-end rally
Source: Nautilus Research
9 Aug 2023
NASDAQ is currently trading right on the 50 day moving average
15200 is a short term level to watch, but the bigger support is at 15k. NASDAQ is now established "well" below the channel. Source: The Market Ear, Refinitiv
8 Aug 2023
VIX seasonality suggest some volatile months ahead for stocks
Vix Seasonality
8 Aug 2023
Saudi Aramco 2Q 2023 profit vs. profits of the Majors
Source: company results
7 Aug 2023
Top 50 unicorns according to crunchbase
Source: PlotSet.com
7 Aug 2023
Michael Burry top holdings are two Chinese ADRs at the time the $KWEB etf is starting to outperform $QQQ
Source: The Long Investor
