The trend is your friend...
Source: Goldman Sachs, TME
Hmmmmm... Observations that provoke thought ?
One of these companies sells chips that power the world and the other sells sweatshirts to teenagers and young adults. source : kofin, tme
Mag 8: Could Eli Lilly $LLY be the first trillion dollar pharma stock?
$LLY price performance has significantly outpaced the Mag 7 YTD. Source: Factset, TME
We're currently witnessing the longest period of U.S. equity outperformance in history.
But there's a cycle to everything, and international diversification is perhaps more important today than ever before. Source: Peter Mallouk
If you don't know what a shooting star is here's one
Here's the daily chart of Super Micro SMCI. According to Japanese candlestick, it is usually followed by more downside. (this is not an investment recommendation) Source: Trend Spider
Hedge funds' top picks for Q4 2023 are in!
Key investment themes: ☁️ Hyperscalers: $AMZN, $GOOG, $MSFT. ⚙️ Semiconductors: $AMD, $ASML, $TSM. 🌏 Global commerce: $MELI, $PDD, $SQ. ☁️ Software: $CRM, $OKTA, $PCOR. 🩸 Medical devices: $DXCM. Source: App Economy Insights
Since February 2023:
1. Magnificent 7: +77% 2. S&P 500: +20% 3. Russel 2000: +5% 4. S&P 500 Equal Weight: +4% If you remove the Magnificent 7 from the S&P 500, the index is barely up 5% over the last year. Source: The Kobeissi Letter
Ranked: The Largest Stock Markets Over Time, by Country (1970-Today)
Source: Visual Capitalist
