27 Comments

Great Viz as always😍👍

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glad to hear, more coming ;) ... cheers!

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Love your summaries. 👌like a shooting gun. Fact after fact no time wasted. I love the last one. It goes so deep. Second. The TecDAX was a big surprise, seeing them side by side. Is that the famous German „Wirtschaftswunder“?

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Very glad to hear, yeah like Maverick in Top Gun was the goal ;). Efficiency ... ;).

TechDax indeed quite a case ... lately more of a Wirtschaft than wunder haha

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More like drunken sailors :-D

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Schnaps und Punsch ist jetzt überall :))

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1990-2000 US Consumer, China production trade - great for US consumer stocks

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Great take Margaret! Thank you!

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Also development of malls and the vertical specialty retailers. The Limited. The Gap. But the opening of trade benefitted Walmart the most.

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you definitely have your touch on this sector, appreciate the insight ... have a great day!

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You’ve truly added a trove of amazing data. Thanks for confirming my bias on small caps.

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Very glad to hear George, way more incoming, got a lot prepared going forward :). Small caps, the interesting space to hunt ;). Got some more charts on that for the next November edition. Have a good weekend!

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Great info and charts as always!

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Glad to hear JNF, way more incoming :). 2024 got some special topics in the making ... :).

P.S. sharing the newsletter among your network helps a lot, thank you!

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Great post Mav! thank you!

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P.S. sharing the newsletter among your network helps a lot, thank you!

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Glad to hear Chetan, welcome, have a good day!

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Amazing post. Thanks Mav!

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Glad to hear, welcome Alejandro, have a good day!

P.S. way more incoming ... year 1 was just getting the feet wet :)

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P.S. 2) sharing the newsletter among your network helps a lot, thank you!

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Awesome as always, thanks man, this helps so much to get what is going on via key highlights from many angles, and of course, saving precious TIME! Appreciate it man!

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Very glad to hear that you see the value ... welcome, cheers!

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Great stuff, thx Mav!

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welcome!

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Thank you!

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P.S. sharing the newsletter among your network helps a lot, thank you!

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welcome!

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