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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
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
Markets have entered the best part of the 4-year presidential cycle
Source: ht @SethCL, Michel A.Arouet
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
As your time horizon extends, the probability of negative returns declines
Source: BofA
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