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1229 days ago

"Stay at home " stocks outperformed the S&P 500 last week

The Stay at Home stocks include Food & Goods delivery (Amazon), Streaming (Netflix), Work at home software (Zoom), etc. Given their outperformance last week, it looks like the market is anticipating that another lockdown is coming in the U.S...(source: Bloomberg, Holger Z)

#Stocks
Stay at Home stocks vs. S&P 500

1229 days ago

Median Earnings yield for Top 50 Tech stocks is near March 2000 "bubble" levels

Crescat Capital: "The median earnings yield (inverse of P/E) for the tech sector is near March 2000 levels. Investors focusing on market cap weighted measurements are completely missing the full picture. Valuations are truly historic for these high-flying stocks".

#Stocks
Earnings yield for Tech sector

1231 days ago

A BABA bounce?

Alibaba ADR (BABA) has been going through a decent correction since the Ant IPO withdrawal. But it seems now that the stock is finding some support. Along Tencent, BABA and a few other names are the ones driving sentiment on Asian Tech - should thus ne watched closely - source: The Market Ear, Refinitiv 

#Stocks
Alibaba ADR (BABA) chart

1231 days ago

Do you remember Tech in 1999?

In 1999, the Nasdaq had a strong start of the year, topped out in mid July and consolidated for approximately 3 months. We all know what happened after that consolidation, i.e a massive "melt-up". So far in 2020 tech has been great, but topped out in September. If we are to follow the same "psychological" path, tech could be setting up for a break out, especially now that everybody has been busy chasing small caps etc. - source: The Market Ear, Refinitiv 

#Stocks
Nasdaq in 1999 vs. now

1231 days ago

Retail investors are going "all-in" equities: this has been the largest 2-week inflow to global stocks ever

The strong inflow of last week was not a one-off. That week followed by this week that together creates the largest 2-week inflow ever. The narrative is perfect: all the cash on the sidelines feeling FOMO (Fear Of Missing Out) and the historic pattern post elections hold - source: BofA 

#Stocks
Global equities 2-weeks cumulated inflows ($ billion)
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