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Large-Cap Equity ETFs Post Largest Weekly Inflow Since March 19, 2008

Large-Cap Equity ETFs Post Largest Weekly Inflow Since March 19, 2008

The data sourced in the article below is derived from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace.During LSEG Lipper’s fund-flows week that ended December 20, 2023, investors were overall net sellers of fund assets (including both conventional funds and ETFs) for the second straight week, removing a net $42.8 billion. […]
Is Rocket Lab A Solid Growth Stock Play For 2024?

Is Rocket Lab A Solid Growth Stock Play For 2024?

Image courtesy of 123rf.com Since the premarket trade on Friday, Rocket Lab (Nasdaq: RKLB) stock is now up 25%. In a classic buy-the-news move, investors reacted to the young aerospace company landing a $515 million contract with USG. Rocket Lab will design, manufacture, and operate 18 spacecraft up to 2033.The first round of satellite launches is scheduled for […]
When This Daily $800B Trade Unwinds, The Treasury Market Could Implode

When This Daily $800B Trade Unwinds, The Treasury Market Could Implode

Image source: Pixabay As gold and silver continue their encouraging uptrends, serious trouble is brewing in the bowels of the Treasury market.We’ve all been wondering where exactly all the money from the reverse repo facility is going, and a partial answer is the Treasury market, but not exclusively.A lot of it is going into the private […]
This Economy Has Landed, We Are At The Fed’s Target

This Economy Has Landed, We Are At The Fed’s Target

Image Source: Pexels The November Personal Consumption Expenditure Deflator (PCE) should be a pretty clear sign that we have achieved the soft landing the Fed has been looking for. The year-over-year inflation rate in the overall PCE is down to 2.6 percent. The annualized rate for the last six months is 2.0 percent, and for the last three […]
Huge Thud In New Home Sales, Down 12.2 Percent In November

Huge Thud In New Home Sales, Down 12.2 Percent In November

New home sales from Census Department, chart by MishLet’s review the November Census Bureau report on New Residential Construction. New Home Sales Sales of new single-family houses in November 2023 were at a seasonally adjusted annual rate of 590,000, according to estimates released jointly today by the U.S. Census Bureau and the Department of Housing and Urban […]
There Is More Value In The Financial Sector Than Any Other Sector

There Is More Value In The Financial Sector Than Any Other Sector

Financial Sector StocksThanks to the great recession of 2008 and 2009, there is more value to be found in the financial sector than any other of the 11 sectors.In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will analyze the financial sector, focusing on the value it offers after the 2008 recession. […]
Grains Report – Friday, Dec. 22

Grains Report – Friday, Dec. 22

WHEAT General Comments: Wheat markets were lower yesterday as no new big export sales have been reported for more than a week now. Black Sea offers are still plentiful and Russian prices appear to be about 260.00 per tons FOB. News that Argentina will restructure its economy with a shock devaluation of the peso and […]
Charted: The Largest Pure Play Cloud Computing Companies

Charted: The Largest Pure Play Cloud Computing Companies

The global cloud computing market size was valued at $569 billion in 2022 and is projected to grow to $2.4 trillion by 2030.This graphic lists the largest pure play cloud computing companies by market cap and annual return, based on data as of November 30, 2023 from Syntax.A pure play company concentrates all its efforts on a single line of […]
The Global Distribution Of AI Talent

The Global Distribution Of AI Talent

An interesting blog post by Jordan Schneider and Irene Zhang linked to an article in Macro Polo discussing the global distribution of AI talent. The graph below is based on the following definition in the Macro Polo article: We created a unique and rich dataset of researchers with papers accepted at NeurIPS 2019, using that as a proxy for […]
Apple’s AI Strategy

Apple’s AI Strategy

Tweet ArticleShare Article on FacebookEmail ArticleShare Article on LinkedInImage created using DALL·E 3 with this prompt: Create an image: an LLM / AI built into an iPhone, helping its user unlock the full powers of generative AI. Aspect ratio: 16:9. As you know, Apple (AAPL) has been very quiet about its AI plans, but a […]