20 Sep 2023
A tale of 2 markets: S&P 500 "big AI" stocks 12-month forward P/Es vs. S&P 500 "ex-big AI" stocks 12-month forward P/Es
Source: TME, Macrobond
19 Sep 2023
Long Big tech is now the most crowded trade in the latest Global Fund Manager Survey by BofA
Short China equities comes next.
18 Sep 2023
Corporate profit margins jump to highest level in 73 years 👀
Source: Bloomberg, Barchart
18 Sep 2023
US High Yield spreads moved down to 3.78% this week, the tightest we've seen since April 2022
Source: Charlie Bilello
18 Sep 2023
The top 3 country equity ETFs in 2023:
1) Argentina $ARGT: +34.7% 2) Greece: $GREK: +32.5% 3) Nigeria $NGE: +29.8% Just like everyone predicted. Source: Charlie Bilello
18 Sep 2023
Apple annual revenue from Greater China
Source: Genuine Impact
18 Sep 2023
If analysts are correct, $NVDA will generate more revenue & EBIT over the upcoming three (3) years than in ALL its previous 25 years COMBINED.
Source: Quartr
18 Sep 2023
The king of pricing power...
How Apple’s $AAPL iPhone pricing evolved over time (higher and across more price points), and versus Android (lower) by Eugene Ng
