15 Jan 2024
A bipartisan proposal for an unexpected $70B fiscal boost of tax breaks for businesses and families could fuel us economic growth (and inflation) in 2024
Source: Bloomberg
15 Jan 2024
Why Hermès is the GOAT of luxury brands…
Source: Scuttlebutt Investor
15 Jan 2024
BlackRock is already putting out charts showing that $BTC has been the world's best-performing asset in the last decade.
Source: Lark Davis
15 Jan 2024
What are you watching this week?
• Tuesday: $GS, $IBKR, $MS. • Wednesday: $DFS, $PLD, $SCHW. • Thursday: $TSM. • Friday: $ALLY. Source: Earnings Whispers
15 Jan 2024
BREAKING: PPI data
- Core PPI comes in at 0% m/m vs 0.2% forecast - Core PPI comes in at 1.8% y/y vs 2% forecast - Headline PPI comes in at -0.1% m/m vs forecast of 0.1% - Headline PPI comes in at 1% y/y vs 1.3% forecast A colder than expected print across all readings! Source: Bloomberg, Markets & Mayhem
15 Jan 2024
RIP QT
Source: bofA, Ronnie Stoeferle
12 Jan 2024
HOLDRs have been nicely rewarded over the last few years
Source Table: Dan Held
10 Jan 2024
FASTEST easing of Financial Conditions in HISTORY
Source: WinSmart, BofA
