30 Oct 2023
Eli Lilly exceptionalism... $LLY vs. rest of Pharma and S&P 500 Healthcare stocks
Source: Goldman Sachs, TME
30 Oct 2023
Here’s a look at the four 10%+ corrections we’ve had in the last two years
Just registered 4 last week. How deep will this one end up being? Source: Bespoke
27 Oct 2023
The S&P 500 is now down over 10% from its high in late July, the largest drawdown thus far in 2023
Is such a decline unusual? Not at all according to Charlie Bilello. A 10% intra-year drawdown has happened every 1.6 years on average.
26 Oct 2023
4 of Wall Street's biggest banks have recently plummeted to levels not seen since the devastating March Banking Crisis
YTD losses are staggering, with 📉 ranging from -15% to -24% causing significant concerns for investors & overall market Source: The Coastal Journal
25 Oct 2023
Bitcoin Returns since 2010... $BTC
Source: Charlie Bilello
24 Oct 2023
Magnificent Seven? How about Magnificent Mondays?
While the S&P 500 is up over 10% YTD, without Mondays it would be fractionally lower. Source: Bespoke
23 Oct 2023
In case you missed it...
Citigroup $C closed at its lowest price in more than 3.5 years Source: Barchart
17 Oct 2023
LVMH vs Novo Nordisk gap is getting extreme. Is there cross asset logic here, or is it just hot money switching from one ex hot asset to another "must have" asset?
Source: TME, Refinitiv
