FlowBank

1149 days ago

Are we in a stock market bubble?

According to Warren Buffett, the best single measure to see where valuations stand at any given moment is found by looking at the market value of all publicly traded companies as percentage of the GDP. He initially said this in a Fortune interview in 2001, shortly after the burst of the tech bubble. As we can see on the chart below, this ratio - measured with the broad Wilshire 5000 - is significantly higher now than it was during the tech bubble burst. If we follow Buffett's rule, this could be a dark sign of things to come. 

#Macro
Are we in a stock market bubble?

1149 days ago

Internet Shutdowns leaving people in the dark

Governments shutdowns of the internet can happen during elections or upheavals, and leave the people without information, desperate for it, doing all they can to grab a VPN access. Recent examples are the elections in Tanzania a couple months ago, or the coup in Myanmar last week. Shutting down the internet has become a tool for oppressive regimes to keep their population in the dark, but many people are turning towards Virtual Private Networks (VPN), to enable them to disguise their location and keep browsing. The following list shows the countries with the biggest increase in VPNs search volume between March 2020 and today. 

#Macro #Technology
Internet Shutdowns leaving people in the dark

1150 days ago

US inflation expectations rise to over 2.2%

And we can expect it to increase even more. As commodity prices were at their lowest levels in history in 2020, they are simply going up from there. The US Dollar decline will also be a inflationary force. Wages are up solidly, and interest rates may continue to rise, also reflecting higher inflation rates.

#Macro
US inflation expectations rises to over 2.2%

1150 days ago

US job postings back to pre-pandemic levels - Indeed

A good signal for the US economy coming back in 2020

#Forex #Macro
US job postings back to pre-pandemic levels - Indeed

1150 days ago

BoA's bull & bear indicator is 7.5 / 10 bullish

Sentiment readings getting steadily more bearish as bull market rages

#Macro
BoA's bull & bear indicator is 7.5 / 10 bearish
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