4 Mar 2024
Bears right now
(picture courtesy of Barchart)
4 Mar 2024
Compounding doesn't rely on earning big returns
Merely good returns sustained uninterrupted for the longest period especially in times of chaos and havoc-will always win Source: Investment books (Dhaval)
1 Mar 2024
Wow. If you had invested $5,000 in $NVDA back in 2000 you'd have $4.7M today. 😮
Source: Markets & Mayhem
1 Mar 2024
Active Funds are underweight all of the S&P 500's largest 10 stocks except for Alphabet $GOOGL. The underweights are most likely driven by diversification / regulatory rules
Source: Bloomberg
1 Mar 2024
Bubbles out into perspectives...
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29 Feb 2024
Bubbles out into perspectives...
Source: Refinitiv
29 Feb 2024
𝗕𝘂𝗳𝗳𝗲𝘁𝘁'𝘀 𝗖𝗮𝘀𝗵 𝗕𝗼𝗻𝗮𝗻𝘇𝗮 𝗡𝗼𝘁 𝗮𝘀 𝗕𝗶𝗴 𝗮𝘀 𝗬𝗼𝘂 𝗧𝗵𝗶𝗻𝗸 💰
While Berkshire Hathaway is hoarding a record-breaking $167 billion cash pile, it accounts for just 22% of the market cap, trailing the 𝗵𝗶𝘀𝘁𝗼𝗿𝗶𝗰𝗮𝗹 𝟮𝟳% 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 the last 23 years. Source: John Haslett, CA(SA), FRM
27 Feb 2024
Food for Thoughts
Source: J-C Parets
