8 May 2025
Foreigners are BUYING US stocks again
Source: Barchart
8 May 2025
Japan is cheap...
Japan's forward P/E ratio is 13.5, or a 7.4% earnings yield. That is a 609bps premium to the 1.31% yield in 10-year Japanese government bonds. For context, the S&P 500 trades for 20.6 times forward earnings, for an earnings yield of 4.87%. That is just 0.56% over 10-yr T-Notes. Source: Jeff Weniger
7 May 2025
Here's an intraday composite of the S&P 500's action on the last eight Fed Days
Bulls will be rooting for a reversal of this trend today. Source: Bespoke
6 May 2025
So far very few US earnings downgrades...
Source: GS, Ronnie Stoeferle @RonStoeferle
6 May 2025
The recent outperformance of european vs. US equities in context
Source: Michel A.Arouet, @Augur Infinity
6 May 2025
According to Goldman Sachs, CTAs are projected to buy US stocks in EVERY SINGLE SCENARIO over the next week and month.
Source: Barchart
5 May 2025
The bigger the base... 🚀
Uber remains a play an the Autonomous vehicle investment theme Source: Trend Spider NB: This is NOT an investment recommendation
5 May 2025
European equity markets are still doing well
Source: J-C Parets
