Where did all the stocks go?
Since the late 1990s, the number of US publicly traded companies has plunged from just over 8K in 1996 to about 4.6K in 2022. (It’s bounced back a bit more recently.) Source: Quartr
Asset managers and leveraged funds remain very, very long US equities
Source: Bloomberg
Chinese stocks catching a very strong bid Monday.
The most-followed China stock index globally (MSCI China) is set to enter a bull market (note though it’s still a long way back to the top) Source: David Ingles, Bloomberg
The UAE's ascent.
Do you know that the UAE's stock markets have a larger market capitalization than Brazil's or Spain's? Do you also know that the UAE's IPOs have been 2nd worldwide in raising capital? Source: Ryan Lemand, PhD, Bloomberg
China stocks: still a long way to come back to the top...
Source: Bloomberg
Boeing cut to BAA3 from BAA2 by Moody's, outlook negative.
Source: Markets & Mayhem
Chinese tech stocks are up 10% this week, set for best week since the reopening rally in late 2022 as things stand.Clone)
Source: David Ingles, Bloomberg
The power of share buybacks
'Since 2013, we have now bought back almost 50% of our shares.' Pulte 2023 Annual Report Source: MastersInvest.com, Bloomberg
