5 Feb 2024
Chinese stocks
Source: Ayesha Tariq, CFA
2 Feb 2024
sp500 companies excluding magnificent seven.
Source: Daniel Lacalle
2 Feb 2024
During the election year, the averages tell us that it's going to be sideways to lower for the next 2 months...
Source: Grant Hawkridge
2 Feb 2024
European stocks are currently trading at their lowest valuation relative to U.S. Stocks in history
Source: Win Smart, IBES
1 Feb 2024
Equities have left central bank balance-sheet behind...
Source: UBS, TME
1 Feb 2024
The weight of the 10 largest sp500 stocks is now 33.1% of the total $SPX, the highest level in almost 5 decades.
Source: Barchart
31 Jan 2024
The week is THE week of BIG TECH earnings and it is time for a reality check: NVDA is the only Magnificent 7 stock seeing an increase in earnings revisions.
The company is almost the sole beneficiary of the recent AI advancements, contrasting sharply with others that have only experienced hype without any fundamental improvement. Is the Mag7 acronym already blowing out? Source: Bloomberg, Tavi Costa
31 Jan 2024
Microsoft $MSFT hitting all-time highs in extended hours trading after blowing out EPS and Revenue expectations
• Revenue +18% Y/Y to $62.0B ($0.9B beat). • Gross margin 68% (+2pp Y/Y) • Operating margin 44% (+5pp Y/Y). • EPS $2.93 ($0.16 beat). Source: App Economy Insights
