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
7 Aug 2023
Should you do the opposite of what Wall Street strategists say? Data over the last 3.5 years suggests that strategists underperform the S&P 500
Source: Barchart, Bloomberg
7 Aug 2023
Tavi Costa: "Brazilian equities have been attracting unprecedented levels of foreign capital investments, marking a fundamental shift since the global financial crisis
Net inflows from international investors over the past 50 days have reached historically elevated levels, maintaining a consistent upward trajectory over the last two years". Source: Tavi Costa, Bloomberg
7 Aug 2023
Is stocks leadership vs. commodities starting to roll over?
Source: J-C Parets
7 Aug 2023
Given the expensive level of stocks valuations (especially tech), there is little room left for bad news
Valuation ratios are bad timing tools but help assessing the downside potential. Source: Charlie Bilello
4 Aug 2023
Nasdaq has now been 'overbought' for 60 days
Its longest period since the run-up to the bursting of the dot-com bubble...
