High global cost of capital hurts weak global balance sheets
Pakistan, Nigeria, Ethiopia, Egypt, DRC, Iran, Türkiye, Argentina account for 12% of world population (>1bn people) and they are all hit by inflation rates >30% (Argentina 250%, Türkiye 60%, DRC 50%), interest rates >20% & pressure of currencies. Source: BofA
Long large cap-growth relative to small cap value 12-month relative performance hit extreme level
Source: BofA
🚨 February numbers are in and the Mag 7 are now the 𝗙𝗮𝗻𝘁𝗮𝘀𝘁𝗶𝗰 𝟰 year to date
Nvidia , Meta , Microsoft and Amazon driving all the gains while Apple , Google and Tesla fall out of the 7. Source: John Haslett, CA(SA), FRM
One billion obese in the world according to a large study published today by British medical journal The Lancet
The study showed an acceleration of the epidemic in low-income countries. Even more worrying, in 30 years, the obesity rate among children and adolescents has quadrupled and doubled among adults. NovoNordisk and Eli Lilly the two main pharma companies in the weight loss race
Since inception, Bitcoin ETFs have seen +$7.4BN flows while Gold ETFs have seen $2.9BN outflows...
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Ranked: The Largest stock markets over time, by Country (1970-Today) 📈
Source; Visual Capitalist
Is Nivdia $NVDA - cheap? Via Bear Traps: "NVDA is now trading at a lower multiple than the NDX: fwd P/E is ~29 vs 32x for the NDX
NVDA is expected to grow earnings at 78% y/y for the current year and the Nasdaq 100 EPS growth is an estimated 17%." Source: TME
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Who will be the next stock to join the $1 Trillion market cap club? source : stockmktnewz
