23 Nov 2023
The "bad (macro) news is good (market) news" in one chart
Source: Michel A.Arouet, Bloomberg
23 Nov 2023
Apple vs The World
Source: Michel A.Arouet
23 Nov 2023
Gold has seen a "Santa" rally every December since 2017 with the average monthly gain near 4%. (silver 7.25%).
Source: Ole S Hansen, Saxo
22 Nov 2023
YTD performance
Mag 7: +105% S&P 500: +19% Source: TME
22 Nov 2023
The biggest bull market post-COVID has not been in the Magnificent 7 or any other equity markets; it has been in these two commodities:
1) Orange Juice: 246% 2) Uranium: 568% Source: Macrobond, Sagar Singh Setia
21 Nov 2023
Thanksgiving to Santa Claus Rally trade starts on Tuesday
S&P 500 up 79.45% of the time since 1950. Avg performance: +2.57%. Trade combines the best consecutive 3-month span, Santa Claus Rally and January Effect. Source: StockTradersAlmanac.com, Jeffrey A. Hirsch
20 Nov 2023
HARD ASSETS ARE AT THEIR LOWEST vs. FINANCIAL ASSETS SINCE 1925
Source: BofA
20 Nov 2023
Copper hits widest contango in AT LEAST 29 years
Source: Barchart, Bloomberg
