18 Mar 2024
Brilliant chart by the wonderful folks at Longview Economics showing the Top 10 stocks as a share of global market cap (%).
Source: Longview Economics
15 Mar 2024
Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100.
Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since November 2021. Source: Charlie Bilello
14 Mar 2024
European Stocks are on track for their 8th consecutive green week which would be their longest winning streak since 2022
source : barchart
13 Mar 2024
Who are Europe's GRANOLAS?
Novo Nordisk $NVO LVMH $LVMUY ASML $ASML Nestlé $NSRGY L'Oréal $LRLCY SAP $SAP Roche $RHHBY AstraZeneca $AZN Novartis $NVS Sanofi $SNY GSK $GSK Source: App Economy Insights
12 Mar 2024
Stock Bubble mentions in the media are at 2-year highs but still well short of the meme-stock mania period in early 2021
source : bloomberg, barchart
11 Mar 2024
A tale of 2 markets
Source: The Economist, Bloomberg
11 Mar 2024
What are the stocks favoured by retail investors?
$NVDA, $TSLA, $AMD, and $SMCI Source: Markets & Mayhem, Vanda Research
8 Mar 2024
Europe's leading stock index reaches 500 points for the first time, 24 years following its achievement of 400 points
source : Bloomberg
