US equities: market internals still look bullish
We continue to see new highs > new lows (27 days in a row is longest stretch since mid-2021) and that is bull market behavior. Source: Willie Delwiche
A Warren Buffet styled "Investment checklist"
Source: Brian Feroldi
MSCI China relative multiples are the highest since 2011
Either earnings improve for Chinese companies or the MSCI China Index now looks pretty expensive vs rest of world. Source: Citigroup, Sofia Horta e Costa
The rise of Tesla
Sales, 10 Yrs Ago: GM: $152 billion; Ford: $134 billion; Tesla: $0.4 billion. Sales Today: GM: $157 billion; Ford: $158 billion; Tesla: $81 billion. Net Income, 10 Yrs Ago: GM: $6.2 billion; Ford: $5.6 billion; Tesla: -$0.4 billion. Net Income Today: GM: $10 billion; Ford -$2 billion; Tesla: $13 billion. Source: Charlie Bilello
Markets have entered the best part of the 4-year presidential cycle
Source: ht @SethCL, Michel A.Arouet
Improving market breadth for US equities
More stocks made new 52-week highs yesterday than when the major averages were at all-time highs a little over a year ago. Source: Steven Strazza
How often do active investment managers BEAT the S&P 500?
Source: Saxo
US earnings this week
Source: Earnings Whispers
