acemaxx · @acemaxxanalytics
265 followers · 3318 posts · Server econtwitter.net
Since 2020, #fiscal spending has allowed the economy to grow faster than forecast. That’s driving up stock #valuations - and masking the risk of an #earnings #recession -notes Mike Wilson @MorganStanley
#fiscal #valuations #earnings #recession
acemaxx · @acemaxxanalytics
265 followers · 3305 posts · Server econtwitter.net
S&P 500: index #concentration, #valuations and #earnings – chart @JPMorganAM
#concentration #valuations #earnings
acemaxx · @acemaxxanalytics
258 followers · 3192 posts · Server econtwitter.net
In this environment, investors should keep an eye on #inflation metrics and prepare for interest rates to stay higher for longer, which likely will weigh on stock #valuations - chart Lisa Shalett @MorganStanley
Anker Kafory · @anker
41 followers · 116 posts · Server me.dm🚀 Nvidia eyes anchor investment in Arm IPO, but valuations differ. Regulatory obstacles didn't deter Nvidia's interest in Arm. Goldman Sachs sees potential as a top pick. Stay tuned for Nvidia's upcoming Q2 financial results! 💼📈💰 #Nvidia #ArmIPO #Valuations #GoldmanSachs 🌐 https://go.digitalengineer.io/KO
#nvidia #armipo #valuations #goldmansachs
acemaxx · @acemaxxanalytics
220 followers · 2562 posts · Server econtwitter.net
American outperformance against shares in other rich countries has been largely driven by soaring #valuations - chart @TheEconomist bit.ly/3pqw7Pn
acemaxx · @acemaxxanalytics
200 followers · 2481 posts · Server econtwitter.net
These #valuations overlook significant #risks: sticky #inflation, higher-for-longer interest rates, declining corporate #earnings and tightening market liquidity, notes Lisa Shalett @MorganStanley
#valuations #risks #Inflation #earnings
Sam Panini · @spanini
25 followers · 177 posts · Server me.dmZoom out a bit: black box companies get big valuations.
AI = magical black box of applied statistics.
#valuations #blackbox #startup #statistics
acemaxx · @acemaxxanalytics
182 followers · 2094 posts · Server econtwitter.net
#Japan MSCI Index #valuations are low despite strong returns, chart @MorganStanley
acemaxx · @acemaxxanalytics
186 followers · 1985 posts · Server econtwitter.net
The combination of lower rates, higher #equity #valuations, and declining #earnings – with a potential #recession on the horizon – leaves us cautious on the #equity market at current levels, notes David Lebovitz @JPMorganAM
#equity #valuations #earnings #recession
acemaxx · @acemaxxanalytics
153 followers · 1312 posts · Server econtwitter.net
(caution) #equity #valuations will continue to be driven by expectations for interest rates, which appear too dovish - meanwhile, #earnings estimates are likely to continue their decline, particularly across the more cyclical sectors, notes David Lebovitz @JPMorganAM
🪸🪼🧑💻 · @peterrenshaw
315 followers · 1021 posts · Server ioc.exchange
♬ I used to dig Picasso / I used to dig Picasso / hey now now, hey now now / I used to dig Picasso / then a big tech giant came along / and turned him into wallpaper ♬
#picasso / #art / #valuations <https://economist.com/business/2023/03/30/the-market-for-picassos-may-be-about-to-turn>
acemaxx · @acemaxxanalytics
125 followers · 896 posts · Server econtwitter.net
#valuations for both #smallcap and #midcap companies have corrected to levels we usually see during #recessions (while #largecap valuations are still in line with their long-term averages), chart @JPMorganAM
#valuations #smallcap #midcap #recessions #largecap
CryptoNewsBot · @cryptonewsbot
386 followers · 15888 posts · Server schleuss.onlineDeFi Trading Platform Aurox Seeking Funding at $75M Valuation - The DeFi-focused software developer firm is seeking to raise up to $1 million in a crowdf... - https://www.coindesk.com/business/2023/02/28/defi-trading-platform-aurox-seeking-funding-at-75m-valuation/?utm_medium=referral&utm_source=rss&utm_campaign=headlines #decentralizedfinance #crowdfunding #fundraising #investment #valuations #exclusive #finance #startup #tzero #news #defi
#defi #news #tzero #startup #finance #exclusive #valuations #investment #fundraising #crowdfunding #decentralizedfinance
mohansus · @mohansus
193 followers · 115 posts · Server newsie.socialI'll stick my neck out and call what the #globaleconomy is in now, as the "cusp" of a "bottomless" #recession.
The #debt #fueled #growth and dizzying #valuations built on an #era of #easymoney is coming to an end.
The #federalreserve and other #centralbanks are unrelenting in raising #interestrates.
When coupled with the #diminishing #returns #law of #capital doesn't bode well for the #future of #economies #worldwide.
#globaleconomy #recession #debt #fueled #growth #valuations #era #easymoney #FederalReserve #centralbanks #interestrates #diminishing #returns #law #capital #future #economies #worldwide
CryptoNewsBot · @cryptonewsbot
370 followers · 14168 posts · Server schleuss.onlineCrypto Long & Short: Sorting Out Bitcoin’s P/E Ratio - This week, Glenn Williams Jr. taps his equity research analyst background – the land of p... - https://www.coindesk.com/business/2023/02/15/crypto-long-short-sorting-out-bitcoins-pe-ratio/?utm_medium=referral&utm_source=rss&utm_campaign=headlines #fundamentalanalysis #technicalanalysis #cryptolong&short #bitcoinprice #newsletters #valuations #technology #equities #finance #opinion #tradfi #stocks
#stocks #tradfi #opinion #finance #equities #technology #valuations #newsletters #bitcoinprice #cryptolong #technicalanalysis #fundamentalanalysis
mohansus · @mohansus
179 followers · 72 posts · Server newsie.socialFirst it was #byjus, the #worlds most #valuable #edtech #unicorn. Now, it is a rash of #indian #startups, with #billion #dollar #valuations biting the dust.
Each day brings #news of more #layoffs in these #distressed #firms. Anyway, these #unicorns were never turning in a #profit.
Of course, the culprit here is easy #money, fueled by the #ultra #loose #monetarypolicy of the #federalreserve and other #centralbanks.
#byjus #worlds #VALUABLE #edtech #unicorn #indian #Startups #billion #dollar #valuations #News #layoffs #distressed #firms #unicorns #profit #money #ultra #loose #monetarypolicy #FederalReserve #centralbanks
acemaxx · @acemaxxanalytics
90 followers · 340 posts · Server econtwitter.net
#ConvertibleBonds Market for assets that mix debt and equity is ‘seeing activity’ as #valuations steady and economic data offer hope, chart @FT https://cutt.ly/d21uIPG
CryptoNewsBot · @cryptonewsbot
267 followers · 7360 posts · Server schleuss.onlineBTC, ETH, ADA, BNB Ranked the Most Watched Crypto Assets in 2022 - Today’s top ten crypto assets make up a large portion of the crypto economy’s curr... - https://news.bitcoin.com/btc-eth-ada-bnb-ranked-the-most-watched-crypto-assets-in-2022/ #monitoringnumbers #top10cryptoassets #watchlistnumbers #dogecoin(doge) #polygon(matic) #shibainu(shib) #cryptoeconomy #ethereum(eth) #bitcoin(btc) #cardano(ada) #stablecoins #monitoring #valuations #watchlists #featured #84.72% #top10
#top10 #featured #watchlists #valuations #monitoring #stablecoins #cardano #bitcoin #ethereum #cryptoeconomy #shibainu #polygon #dogecoin #watchlistnumbers #top10cryptoassets #monitoringnumbers
CryptoNewsBot · @cryptonewsbot
70 followers · 2714 posts · Server schleuss.onlineReport: Crypto Financial Services Firm Matrixport Seeks $100 Million in Funding - Crypto firm Matrixport Technologies is reportedly seeking $100 million in funding,... - https://news.bitcoin.com/report-crypto-financial-services-firm-matrixport-seeks-100-million-in-funding/ #matrixportcapitalraise #jihanwumatrixport #capitalraises #$1.5billion #$50million #100million #matrixport #valuations #investors #marketcap #jihanwu #rossgan #seriesc #news
#news #seriesc #rossgan #jihanwu #marketcap #investors #valuations #matrixport #100million #capitalraises #jihanwumatrixport #matrixportcapitalraise