Great visual by Quartr ->
Agriculture equipment giant $DE may appear boring at first glance. Under the hood lies a complex and fascinating entity with a rich 187-year history, leveraging cutting-edge chips, sensors, and autonomy technology. $DE has grown its EPS at a 11.7% CAGR, or 38x, since 1990
Remember when unprofitable tech was all the rage in 2021?
It never really recovered. All the money went into the Mag7 stocks instead, and to a lesser extent profitable NASDAQ companies. Chart: TS Lombard thru Markets & Mayhem
Brilliant chart by the wonderful folks at Longview Economics showing the Top 10 stocks as a share of global market cap (%).
Source: Longview Economics
European Stocks are on track for their 8th consecutive green week which would be their longest winning streak since 2022
source : barchart
Stock Bubble mentions in the media are at 2-year highs but still well short of the meme-stock mania period in early 2021
source : bloomberg, barchart
What are the stocks favoured by retail investors?
$NVDA, $TSLA, $AMD, and $SMCI Source: Markets & Mayhem, Vanda Research
Europe's leading stock index reaches 500 points for the first time, 24 years following its achievement of 400 points
source : Bloomberg
Interesting chart showing the # of stocks that are up 100%+ YoY with a price to sales ratio greater than 10 over time.
Currently not nearly as frothy as the Dot Com bubble peak months and the peak months during the meme stock rally in late 2020/early 2021. Source: Bespoke
