8 Feb 2023
A Warren Buffet styled "Investment checklist"
Source: Brian Feroldi
7 Feb 2023
MSCI China relative multiples are the highest since 2011
Either earnings improve for Chinese companies or the MSCI China Index now looks pretty expensive vs rest of world. Source: Citigroup, Sofia Horta e Costa
7 Feb 2023
The rise of Tesla
Sales, 10 Yrs Ago: GM: $152 billion; Ford: $134 billion; Tesla: $0.4 billion. Sales Today: GM: $157 billion; Ford: $158 billion; Tesla: $81 billion. Net Income, 10 Yrs Ago: GM: $6.2 billion; Ford: $5.6 billion; Tesla: -$0.4 billion. Net Income Today: GM: $10 billion; Ford -$2 billion; Tesla: $13 billion. Source: Charlie Bilello
6 Feb 2023
Markets have entered the best part of the 4-year presidential cycle
Source: ht @SethCL, Michel A.Arouet
5 Feb 2023
Improving market breadth for US equities
More stocks made new 52-week highs yesterday than when the major averages were at all-time highs a little over a year ago. Source: Steven Strazza
5 Feb 2023
How often do active investment managers BEAT the S&P 500?
Source: Saxo
5 Feb 2023
US earnings this week
Source: Earnings Whispers
4 Feb 2023
As your time horizon extends, the probability of negative returns declines
Source: BofA
