Who do you think is smarter here?
Source: Guilherme Tavares @i3_invest
JUST IN 🚨: S&P 500 forms Death Cross ☠️ for the first time since March 2022
Source: Barchart
Extreme anti-US sentiment or just the start of a trend?
Source: Barchart
LVMH on Monday shared its financial results for the first quarter of 2025, revealing that sales fell 3% to €20.3 billion EUR in the three months ending March 31.
Per Reuters, the results were well below analysts’ expectations of 2% growth, as the conglomerate struggles to buoy amid the ongoing luxury slowdown. The group’s key fashion and leather goods division, which houses heavyweight names like Louis Vuitton, LOEWE, Dior, and Fendi, saw sales fall 5%. Notably, analysts forecasted a 0.55% decline in the category, which makes up 75% of LVMH’s overall profit. Elsewhere, the company’s wine and spirits division saw sales decline by 9%, while perfume and cosmetics both dropped by 1%. Watches and jewelry, meanwhile, remained constant. The cause of such sluggish numbers is one part caused by post-pandemic spending fatigue, another the product of high inflation rates, and a third the product of a slowing economy, mounting debt crisis, and real estate crash in China, a target market for high-end labels. In the US, President Donald Trump’s tariff announcements have eliminated any hopes that American shoppers would spend more on luxury this year. Source: Quartr, Hypebeast
Isn't it the most compelling chart for being a stock market investor?
Over the last 50 years: -US Inflation: up 6x -S&P 500 dividends: up 21x -S&P 500 total return: up 323x Over the long run, stocks trounce inflation and protect your purchasing power. Source: Peter Mallouk
The big crocodile jaw...
Gold versus paper assets
If you went on vacation on Thursday and just got back, you are up 1%
Source: zerohedge
The S&P 500 was up 9.5% today, the 3rd biggest 1-day gain since 1950.
What has happened in the past following the biggest 1-day gains? Stocks moved substantially higher over the next 1, 3, 5 years every time. Source: Charlie Bilello
