FlowBank

1231 days ago

White FAAMG and the 495 little dwarves

Want a new formula for the S&P so it's understandable for your smallest child? Easy. Pick 5 big stocks, 495 insignificant ones, and you basically get the S&P500. With a little luck, they'll learn the lesson and launch a billion dollar startup. 

#Stocks #Macro
FAAMG, S&P500 Stocks

1231 days ago

China's Debt:GDP just hit 335% (sustainable!?)

China's debt pile jumped relative to its growth in 2008 and has been growing ever since. This chart the debt in every Q3 since 2000.

#Macro
China's Debt:GDP just hit 335% (sustainable!?)

1232 days ago

Global debt is likely to surpass $360 trillion by 2030

Global debt could exceed $360 trillion in 10 years, if it continues to grow at the average pace of the last 15 years - source: Institute of International Finance

#Macro
Global debt

1232 days ago

After Millennials disappointed, BofA predicts Gen Z will be the big spenders

Sectors that stand to benefit from Gen Z include eCommerce, payments, luxury, media and ESG while those structurally challenged include alcohol, meat, cars, shopping malls and old media."

#Macro
After Millennials disappointed, BofA predicts Gen Z will be the big spenders

1232 days ago

Crescat Capital believes that a 2nd of wave of balance sheet expansion has already started

Source: Crescat Capital, Bloomberg 

#Macro
Fed Balance Sheet Assets
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