Is the US stock market severely mispriced?
Typically, the dividend yield on the S&P 500 is well above the US 30y real yield. That has changed. Source: Bloomberg, HolgerZ
The most profitable companies in the world
Source: InvestyWise
The importance of Nvidia and Tesla for the US equities market
Source: Mac10
This chart from Morgan Stanley shows that growth stocks are missing in Europe. That's why European indices are trading like value stocks
Source: Morgan Stanley, HolgerZ
The 2,850% gain in $AMC shares during the 2021 meme stock mania has been completely erased after a 98% decline
Barbie and Oppenheimer movies could not do anything about it Source chart: Charlie Bilello
Global liquidity slump could become a drag on risk assets
Source: Bloomberg, HolgerZ
There is a new penny stock...
After a 17-month trading hiatus, Evergrande trading resumed only to quickly become a penny stock Source: Barchart, Bloomberg
Magazine covers happen to be quite effective as contrarian indicators (i.e peak pessimism usually takes place at the bottom; peak optimsim at the top).
Could The Economist cover page on #china (Xi's failing model) coincide with a bottom for Chinese equities? China stocks surged on Monday after authorities announced a package of measures over the weekend to boost investor confidence, including halving the stamp duty on stock trading. China’s blue-chip CSI 300 Index jumped roughly 3% in early morning trade, on course for its best day since November, while the Hang Seng benchmark advanced more than 2%.
