ArthurTG
@ArthurTGptInversor particular. Tirador deportivo. Maestro cervecero.
European stocks all time high, European EPS estimates at 2 year lows.
Orders and prices rising. But let's keep cutting rates. x.com/LiveSquawk/sta…
US ISM Services Index Sep: 54.9 (est 51.7; prev 51.5) - Prices Paid: 59.4 (est 56.0; prev 57.3) - Employment: 48.1 (est 50.0; prev 50.2) - New Orders: 59.4 (est 52.5; prev 53.0)
We've beaten inflation so let's cut rates bigly and ease financial conditions further. Meanwhile, just in the last month: Wheat: +13% Corn: +8.6% Copper: +11% But hey. Nonessential stuff.
El Gobierno, en un gesto por las personas más vulnerables, ha eliminado hoy la rebaja del IVA. Así: - Los huevos, la leche y las legumbres pasan de un 0% a un 2% de IVA. - La fruta y las verduras de un 0% a un 2% - El aceite de un 5% a un 7'5% El Gobierno de "la gente"...
And the "most bearish month of the year" closes on Extreme Greed.
Nasdaq 100 earnings surprises were negative this quarter, with 82% of companies having reported.
Yes the Fed is late. No one should be surprised!!
BOOOM Nóminas de julio 114.000, previsión 175.000 Tasa de desempleo 4,3%, previsión 4,1%.
ISM PMI Employment 43.4 Only time lower. 1) the internet bubble popping. 2) the GFC. 3) Covid-19.
Si el deterioro económico existe, como hoy muestra la contracción del PMI del ISM (habrá que confirmar con más datos), la FED ya va tarde para bajar los tipos de interés. Si los hubieran bajado ayer, también irían tarde, pues la bajada de tipos no se transmite inmediatamente a…
One of my favorite Stanley Druckenmiller quotes. “People always forget that 50% of a stock’s move is the overall market, 30% is the industry, and maybe 20% from stock picking.”
PPI 0.2% MoM, Exp. 0.1% PPI 2.6% YoY, Exp. 2.3% PPI Core 0.4% MoM, Exp. 0.2% PPI Core 3.0% YoY, Exp. 2.5%
$QQQ now >8% above the 50-DSMA and over 7.5 ATR above. Historically, these are areas where we should expect at least a digestion or pullback. That previous yellow dot represented when price is greater than 8ATR above the 50-DSMA.
$cost Costco trading at AI ratios... Max-Median-Min PE ratio without NRI:
Using a quantitative framework to understand which factors have the greatest impact on valuation multiples Important quantitative drivers of a valuation multiple are return on capital, cost of capital, growth, and duration of growth. From a quantitative perspective, it is…
Positioning for QT taper + rate cut(s) in H2 2024 So far this year, the stock market's breadth has been very narrow (see below chart from GS). In H1 2024, primarily large and mega cap tech names have performed well whereas stocks in various other sectors, ~2,000 stocks in the…
👉🏼 Explicando las últimas novedades de @clerhp en 🇩🇴 en @negocios_tv por parte del @CEO y su Director de Desarrollo de Negocio. 👉 @LARIMARCITY x.com/BolsaZone/stat…
🏗️ Hoy en NegociosTv el CEO de @clerhp, @Ceo_Clerhp y el director de Desarrollo de Negocio, @fmorenocuevas explicando el nuevo plan de negocio y la emisión de bonos no convertibles en acciones de 50 M€/$
Five decades of Pepsi vs Coca-Cola Both $PEP (12.9%) and $KO (11.4%) have remarkable CAGRs over that period. Pepsi demonstrates how impactful a few percentage points can be when compounded over the long term.
United States Trends
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