What distinguishes today’s 2 richest dudes (Musk and Bezos) from the previous 2 (Gates and Buffett)?
What distinguishes today’s 2 richest dudes (Musk and Bezos) from the previous 2 (Gates and Buffett)? Well, both Musk and Bezos pursue relentless CONTINUOUS innovation, while after MS-DOS, Gates only focused on plagiarism, and Buffett just rode the stock market wave… So, happy to see Mssrs. Musk & Bezos busting to the top…. ...
Semiconductors and Hardware Companies outperform massively
See how last 10 days Semiconductors and Hardware Companies (bright Green, Yellow and Purple circles) outperform massively software companies and Data companies (blue circle). This is plotted vs. Valuation EV/Sales on the Horizontal scale I.e. now, in Tech, outperformance is not only a function of Value but also it favors capital-intensive business over asset-light companies ...
Corn, Soybeans, Wheat
As soft commodities (Corn, Soybeans, Wheat) taking on multi-year highs, see how they are pushing stocks of Fertilizer companies. ...
Why Bitcoin keeps going up every day?
Just because it is such an important, “productive” asset – you can put it to productive use in so many ways! Here is the top 10: 1. you can punt Bitcoin 2. you can talk about Bitcoin 3. you can brag about Bitcoin 4. you can be jealous about your friend who claims to buy ...
Crypto currencies
If you are still obsessed with Bitcoin, pls note that its younger brother Ethereum is up 45% in 4 days! Why? TenViz spots massive inflows into ETH from Low Risk Equities (i.e. investors are selling Safe and Quality stocks to buy Crypto currencies). And, yes, markets do associate Crypto currencies with a partial inflation ...
Value stocks
The setup for Value stocks outperformance is very favourable: 1) early cycle recovery is happening 2) inflation is picking up 3) Value is extraordinary cheap compare to Growth And, the world needs Banks (need mortgages and Loans), Industrial companies (need products to sell on Amazon), and Oil producers (you need Fossil Fuels to charge your ...