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4 Sep 2023

Peter Lynch advice was to avoid trying to predict the economy, interest rates or the stock market

"Don't focus on macroeconomic factors to make investment decisions. Focus on the growth of the intrinsic value per share of the companies you own". by Compounding Quality

1 Sep 2023

Three steps to investing heaven…

Source - Investing for Growth by Terry Smith thru Vishal Khandelwal

1 Sep 2023

The world's richest universities

💰Of the 25 wealthiest schools worldwide🌍, only 2 are not from the United States. 💰As of 2022, the University of Texas System had an endowment value of $69 B, making it the wealthiest university in the world🤑. Source: Genuine Impact / Chris Quinn

31 Aug 2023

The "maddest macro chart I have seen for many years." by Albert Edwards (SocGen)

"The US corporate sector is a massive net borrower. Normally when interest rates rise, so too do net debt payments, squeezing profit margins and slowing the economy. BUT NOT THIS TIME. Corporate net interest payments have instead collapsed. What on earth is going on?" asked Edwards "This chart not only explain the resilience of corporate profits, but is a key reason why this recession has been delayed – especially as companies in aggregate are now a net beneficiary of higher rates (NB: this is mainly explained by mega-caps as most of the other companies are in big trouble). Source: SocGen, www.zerohedge.com

31 Aug 2023

A soft landing of the US economy is indeed a consensus view but it is starting to gain attraction following the lates job market reports (JOLTs, ADP, et.c)

Source: Hedgeye

31 Aug 2023

Where do 8 billion people live?

Source: statsofindia.in

30 Aug 2023

EGGFLATION... With the price of eggs up +13% yesterday and +33% for the month, consumers are shelling out more and more for groceries

Thank you Hedgeye for the great cartoon Source: WallStreetSilver, WSJ

29 Aug 2023

The last 30 years...

Source: Seek Wiser

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