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    27 Aug 2024

    Nestlé CEO departure *not such a bad thing"

    Source: CNBC

    #equities| #switzerland
    Nestlé CEO departure *not such a bad thing
    Nestlé CEO departure *not such a bad thing
    26 Aug 2024

    Will the share buyback effect soon fade?

    Since 2000, Share Buybacks have comprised ~100% of net equity purchases. Such has been a huge support for higher asset prices. That is all fine until you run out of cash to execute buybacks. Source: h/t @ISABELNET_SA, BofA, Lance Roberts

    #equities| #sp500
    Will the share buyback effect soon fade?
    Will the share buyback effect soon fade?
    23 Aug 2024

    China names healthcare, education, tech as likely venues for more foreign investment

    Source: South China Morning Post

    #equities| #Asia
    China names healthcare, education, tech as likely venues for more foreign investment
    China names healthcare, education, tech as likely venues for more foreign investment
    22 Aug 2024

    Goldman Sach's Head of Global Markets Scott Rubner believes the "pain trade" for US stocks is higher

    Source: Bloomberg

    #equities| #trading
    Goldman Sach's Head of Global Markets Scott Rubner believes the
    Goldman Sach's Head of Global Markets Scott Rubner believes the
    22 Aug 2024

    Stock buyback tax would quadruple under Democrats' plan

    Source: MarketWatch

    #equities| #geopolitics
    Stock buyback tax would quadruple under Democrats' plan
    Stock buyback tax would quadruple under Democrats' plan
    20 Aug 2024

    Massive money pours into the Invesco S&P 500 Top 50 ETF

    Source: Bloomberg

    #tech| #equities
    Massive money pours into the Invesco S&P 500 Top 50 ETF
    Massive money pours into the Invesco S&P 500 Top 50 ETF
    20 Aug 2024

    "Unprecedented Swing": CTAs To Buy $86BN In Global Stocks This Week, The Most On Record

    Source: zerohedge, Goldman

    #equities| #performance
    19 Aug 2024

    Fear Index Vix dropped 27.3% this week, most since Nov 2023 as recession fears have faded and bulls are firmly back in control of the narrative.

    Source: Bloomberg, HolgerZ

    #Volatility| #equities
    Fear Index Vix dropped 27.3% this week, most since Nov 2023 as recession fears have faded and bulls are firmly back in control of the narrative.
    Fear Index Vix dropped 27.3% this week, most since Nov 2023 as recession fears have faded and bulls are firmly back in control of the narrative.
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