FlowBank

1198 days ago

ARK Investment's asset growth on a 90 degree angle this year

ARK Investment is doing amazingly well this year. Pimco - who is already not bad - was thrown in the graph as a comparison. Despite their great performance, ARK's growth is absolutely dwarfing them.

ark invest impressive performance

1200 days ago

USA stimulus package decided. $600 weekly aid, plus a $300 check.

Some argue that it is not enough, what do you think? Japan for example, is subsidizing 100% of lost income from unemployment. See below, the emergency relief package categories in billions, and where the US government is allocating taxpayer money. Small business in American politics has always been met with bipartisan agreement as clearly shown in this infographic. Low bankruptcy rates, and low interest rates for further borrowing might justify the lowly $600 package. Source: WSJ & Congressional aides

#Macro
UNEMPLOYMENT STIMULUS PACKAGE USA SMALL BUSINESS $600

1200 days ago

Futures Year-to-date performance

Performance table does not show Bitcoin - source: The Market Ear   

Futures YTD performance various assets

1200 days ago

Year-to-date change in MARKET VALUE of various asset classes shows a much different picture than the PERFORMANCE ranking

With a year-to-date performance of more than 200%, Bitcoin (BTC) is by very far the best performing asset in 2020, way ahead of equities, bonds and Gold.  But what is absolutely remarkable, is how small the change in the market value of bitcoin has been in order to generate such a huge return: as the stunning chart below shows, in a world that has seen the value of total bonds increase by $13.1 trillion and equities up by $11 trillion, bitcoin's amazing run took place as the market cap of bitcoin rose a paltry $0.3 trillion. Despite Bitcoin reaching an all-time high of $24k over the week-end, Gold at $12 trillion is about 27x greater than the market cap of bitcoin today - source: JP Morgan. 

Year-to-date change in market value across asset classes in $ trillion

1204 days ago

World Inflation Nowcaster is on the rise.

Inflationary risk is on the rise assuming economic recovery post covid-era. Warning for fixed income assets and growth firms. Nominal GDP growth for 2021 in the US is predicted at about 6% and 5% for Europe by Analysts and Economists. Growth firms hindered by inflation in terms of valuation, see dividend discount models for a refresher on equity valuation, and notice how increasing rates in the denominator diminish present values of price. 

#Stocks #Bonds #Macro #Technology
INFLATION GROWTH VALUATION
bg_newsletter