Cherry picked charts for interesting insights via short reads. This edition: stocks, ETFs, BYND, FANG+, inflation, US & Canada Real Estate, AI, VIX & Orange Juice
Great coverage as per usual, appreciate it! #3/#4 (short & leveraged ETFs), #8 (ETF inflows) & #9 (SP500) in particular startling snapshots to be mindful of.
Thanks a lot ... the Credit Suisse take was epic ... also liked a lot the Nasdaq with Yields and the S&P Scatterplot ... ahh and the note with the M2 going negative since almost a century ... not many noted that out there ... inflation should come down from here ... not worried it will not ... thank you and keep it coming, you save me a lot of time with this monthly report & insight from where I can dig deeper if and when I want to ... Tschus!
Great coverage as per usual, appreciate it! #3/#4 (short & leveraged ETFs), #8 (ETF inflows) & #9 (SP500) in particular startling snapshots to be mindful of.
Thanks a lot ... the Credit Suisse take was epic ... also liked a lot the Nasdaq with Yields and the S&P Scatterplot ... ahh and the note with the M2 going negative since almost a century ... not many noted that out there ... inflation should come down from here ... not worried it will not ... thank you and keep it coming, you save me a lot of time with this monthly report & insight from where I can dig deeper if and when I want to ... Tschus!
Interesting charts....as usual :D
nice January review, thanks!
very good, thank you, danke schon!
Amazing format and insights. Just...maverick!
nice & fast review, thank you
Great January round-up, cherry picking … thanks!