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1252 days ago

Excess liquidity says high valuations could go much higher

The historical push-pull of how much money is in the system chasing stocks shows how much of an aberration now is for liquidity - and could be for stocks 

#Stocks
Excess liquidity says high valuations could go much higher

1252 days ago

Global fund managers almost as worried about a contested election as COVID

COVID-19 remains the biggest 'tail risk' for markets according to the Bank of America Global Fund Manager survey in October

#Stocks #Macro
Global fund managers almost as worried about a contested election as COVID

1252 days ago

Many EPS beating their initial estimates

According to J.P. Morgan, 84% of S&P500 companies have beaten their EPS estimate and the same goes for 70% of Stoxx600 companies and 59% of Topix companies. Don't miss you earnings ! 

#Stocks
EPS earning index

1252 days ago

FAANMGT are still doing amazing : revenue time

Q3 Revenue Growth, YoY % Change:Tesla +39.1%; Amazon +37.4%; Netflix +22.8%; Facebook +21.6%; Google +14.0%; Microsoft +12.4%; Apple +1.0%; S&P 500: -5%; Some difference of performance between them and the rest of the US stocks...

#Stocks

1253 days ago

The World's most valuable brands 2020

Source: Statista 

#Stocks
World's most valuable brands 2020
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