acemaxx · @acemaxxanalytics
292 followers · 3802 posts · Server econtwitter.net

US - expectations for S&P 500 for the next 12 months are pretty much back to where they were last summer, chart Madison Faller @JPMorganAM

#equities #earnings

Last updated 1 year ago

acemaxx · @acemaxxanalytics
287 followers · 3726 posts · Server econtwitter.net

... more than the value of listed and securities combined and about 3x the value of global GDP.

#equities #debt

Last updated 1 year ago

acemaxx · @acemaxxanalytics
281 followers · 3634 posts · Server econtwitter.net

US – Sept is historically the worst month for US stocks, chart @ReutersBiz cutt.ly/mwkUNJBQ

#equities

Last updated 1 year ago

acemaxx · @acemaxxanalytics
269 followers · 3403 posts · Server econtwitter.net

US - S&P 500 returns have become increasingly micro-driven as company-specific factors now explain 71% of the median stock’s performance, up from 41% a year ago, chart @GoldmanSachs

#equities

Last updated 1 year ago

acemaxx · @acemaxxanalytics
268 followers · 3358 posts · Server econtwitter.net

But within that period, there was a large boom and bust in asset markets as Americans embraced the internet - rose sharply and valuations climbed to extreme levels, chart @GoldmanSachs

#equities

Last updated 1 year ago

acemaxx · @acemaxxanalytics
264 followers · 3268 posts · Server econtwitter.net

markets and profits: 2Q2023 (excluding and ) record high figures, chart @BloombergTV

#equities #europe #earnings #margins #energy #utilities

Last updated 1 year ago

acemaxx · @acemaxxanalytics
252 followers · 3147 posts · Server econtwitter.net

US --- individual investors, chart @WSJecon bit.ly/3KoHQF7

#equities #bullish

Last updated 1 year ago

acemaxx · @acemaxxanalytics
251 followers · 3129 posts · Server econtwitter.net

The about is at the highest level in 24y – The spread b/w and optimism indexes, chart @BloombergTV

#sentiment #equities #stock #bond

Last updated 1 year ago

acemaxx · @acemaxxanalytics
242 followers · 3002 posts · Server econtwitter.net

There’s no doubt where the fear factor is strong in markets these days. traders are far more worried about the potential for rapid price swings than their much calmer peers, chart @GarfieldR1966

#bond #equities

Last updated 1 year ago

Gopi Adusumilli :verified: · @gopi
1793 followers · 462 posts · Server truthsocial.co.in
acemaxx · @acemaxxanalytics
241 followers · 2871 posts · Server econtwitter.net

US are expensive measured by forward price-earnings ratio, chart @ValerieTytel live @BloombergTV

#equities

Last updated 1 year ago

acemaxx · @acemaxxanalytics
233 followers · 2778 posts · Server econtwitter.net

US - falling generally undermine multiples, but that hasn’t happened this year, notes @JohnAuthers bloom.bg/2z71FfB

#equities #profit #margins #earnings

Last updated 1 year ago

acemaxx · @acemaxxanalytics
203 followers · 2527 posts · Server econtwitter.net

When a 60% 40% portfolio does poorly, ( trading advisers), the so-called managed futures investment strategies, generally outperform, chart @FT bit.ly/3Ny0Thd

#equities #bonds #ctas #commodity

Last updated 1 year ago

acemaxx · @acemaxxanalytics
198 followers · 2375 posts · Server econtwitter.net

emerging trends: of companies “upstream” of , such as suppliers of critical and solutions, as well as private market opportunities in - chart @JPMorganAM

#netzero #equities #evs #minerals #Battery #recycling

Last updated 1 year ago

acemaxx · @acemaxxanalytics
196 followers · 2337 posts · Server econtwitter.net

Baby boomers hold 56% of the country’s household corporate- and mutual-fund wealth, according to @FederalReserve data as of the end of 2022, chart @WSJecon shorturl.at/kpR17

#equities

Last updated 1 year ago

acemaxx · @acemaxxanalytics
195 followers · 2327 posts · Server econtwitter.net

The potential boost from has increased the possibility for further upside in , while risks from and hawkish policy remain, chart @GoldmanSachs

#artificialintelligence #equities #recession #fed

Last updated 1 year ago

acemaxx · @acemaxxanalytics
192 followers · 2251 posts · Server econtwitter.net

Foreigners own about 30% of Japanese outstanding - households also hold around 30%, and Japanese pension and insurance only hold 15%, chart Torsten Sløk @apolloglobal

#equities #japanese

Last updated 1 year ago

acemaxx · @acemaxxanalytics
186 followers · 2203 posts · Server econtwitter.net

S&P 500 -linked are exacerbating market fragility - narrow and rich valuations, chart @BloombergTV

#artificialintelligence #AI #equities #breadth

Last updated 1 year ago

acemaxx · @acemaxxanalytics
186 followers · 2200 posts · Server econtwitter.net

S&P 500 -linked exacerbating market fragility - narrow and rich valuations, chart @BloombergTV

#artificialintelligence #AI #equities #breadth

Last updated 1 year ago

acemaxx · @acemaxxanalytics
183 followers · 2055 posts · Server econtwitter.net

Money market funds have seen an influx of dollars, often a sign that investors are getting nervous about stocks. At the same time, equity mutual funds have suffered significant outflows. This could suggest that US investors are leaving - chart @GoldmanSachs

#equities

Last updated 1 year ago