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
15 Sep 2023
Hard landing vs. Soft landing assets
Source: BofA
15 Sep 2023
Arm Holdings jumps 25% from IPO price in trading debut
Hotly-anticipated IPO was 12-times oversubscribed w/the top 10 clients taking half of the 95.5 million ADRs at $51 each, the top of a marketed range. Source: HolgerZ, Bloomberg
15 Sep 2023
All S&P 500 gains this year came from the AI boom/mania, all other stocks are flat reflecting concerns about global economic slowdown
Source: Michael A. Arouet
12 Sep 2023
Steack-flation...Cattle Futures have once again closed at an all-time high. Steaks are going to be getting expensive!
Source: Barchart
11 Sep 2023
Comparing the market capitalization of Big Tech stocks to the GDP of nations, Apple and Microsoft emerge as giants. They would rank 8th and 9th respectively if they were countries
$AAPL $MSFT $GOOGL $AMZN $NVDA $TSLA $META Source: Beth Kindig
8 Sep 2023
Bloomberg's Dollar Spot Index is on track for its 8th consecutive green week, its longest winning streak in history (with data going back to 2005)
Source: Barchart, Bloomberg
8 Sep 2023
As Goldman's Brian Garrett noted yesterday, it has been 91 days since the sp500 suffered a 1.5% loss or greater in a day...
That's unusual - it has happened only 5 times in the last 15 years. As we have discussed recently, Sep + Oct are seasonally-volatile months... Source: Goldman Sachs
