China asks some Funds to avoid net equity sales as Markets sink
Chinese authorities asked some investment funds this week to avoid being net sellers of equities, as a rout in the nation’s financial markets deepened. Stock exchanges issued the so-called window guidance to several large mutual fund houses, telling them to refrain for a day from selling more onshore shares.
The AI-hype has driven some stocks valuations to extreme levels
The most emblematic one among large-caps is Nvidia with a P/E ratio which went from under 50x to 224x in just 8 months. Source: Game of Trades
US stock market current mood in one picture
Source: Heisenberg - Mr_Derivatives
BofA’s private clients have been dumping growth stocks while loading on Japan equities
Source: The Daily Shot, BofA
The biggest money in investing comes from patience and time
Your biggest edge as an individual investor comes from ignoring short-term fluctuations and playing the long game. Source: Peter Mallouk, Charlie Bilello
The power of compounding: What a difference 2% make!
Source: Michel A.Arouet, BofA
The best performance stocks in the S&P 500 this year...
Source: Charlie Bilello
With “risk free” rates above 5%, the typically low-growth, high-dividend payers in the sp500 are massively underperforming in 2023
The 101 non-dividend payers are up 20.4% YTD, while the 100 highest yielders in the index are down an average of 3.5% on a total return basis. Source: Bespoke
