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5 Mar 2024

The stock market rally continues in Germany.

The Dax is heading for its 9th daily gain in a row. The rally is being driven by the Dax "Glory 5" stocks - an index consisting of SAP, Siemens, Allianz, Munich Re, and Deutsche Telekom. These 5 stocks have outperformed the Dax Price Index by almost 100%-pts over a 10 year period. Source: HolgerZ, Bloomberg

5 Mar 2024

Not all Tech stocks are magnificent...

$AAPL and $TSLA the main downside outliers...

4 Mar 2024

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

4 Mar 2024

Long large cap-growth relative to small cap value 12-month relative performance hit extreme level

Source: BofA

1 Mar 2024

🚨 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

1 Mar 2024

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

1 Mar 2024

Since inception, Bitcoin ETFs have seen +$7.4BN flows while Gold ETFs have seen $2.9BN outflows...

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1 Mar 2024

Ranked: The Largest stock markets over time, by Country (1970-Today) 📈

Source; Visual Capitalist

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