Category: Chart Of The Day
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Tech Earnings Outstrip Those of the Global Market #chartoftheday (via @RobinWigg) Data compiled by Goldman Sachs Investment Research shows global technology companies’ earnings have signficantly exceeded that of companies in other sectors.
Tech Earnings Outstrip Those of the Global Market #chartoftheday (via @RobinWigg) Data compiled by Goldman Sachs Investment Research shows global technology companies’ earnings have signficantly exceeded that of companies in other sectors.
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CO2 and Clean Energy Supply #chartoftheday (via @IEA) IEA data shows CO2 emissions in 2023 rose less than the previous year due to a major expansion in clean energy supply.
CO2 and Clean Energy Supply #chartoftheday (via @IEA) IEA data shows CO2 emissions in 2023 rose less than the previous year due to a major expansion in clean energy supply.
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Weakening Market Structure? #chartoftheday (via @WarrenPies) 3Fourteen Research flags that a mix of momentum and market cap outperforming leads to unstable markets. Only other dates where both factors returned 20+% LTM: 1998, 2000, 2007, 2020
Weakening Market Structure? #chartoftheday (via @WarrenPies) 3Fourteen Research flags that a mix of momentum and market cap outperforming leads to unstable markets. Only other dates where both factors returned 20+% LTM: 1998, 2000, 2007, 2020
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Semis vs S&P500 #chartoftheday (via @KobeissiLetter) The relative price of Semiconductors (SOX) vs the S&P500 briefly exceeded the Mar-2000 highs on Fri, 8-Mar.
Semis vs S&P500 #chartoftheday (via @KobeissiLetter) The relative price of Semiconductors (SOX) vs the S&P500 briefly exceeded the Mar-2000 highs on Fri, 8-Mar.
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Mexican Consumer Confidence #chartoftheday (via @JosephPolitano) Mexican consumer confidence figures are currently some of the best over the last two decades.
Mexican Consumer Confidence #chartoftheday (via @JosephPolitano) Mexican consumer confidence figures are currently some of the best over the last two decades.
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Gold vs Gold ETF #chartoftheday (via @dailychartbook) While the price of gold is hitting all time highs, the largest gold ETF has seen outflows of more than $4bn year-to-date.
Gold vs Gold ETF #chartoftheday (via @dailychartbook) While the price of gold is hitting all time highs, the largest gold ETF has seen outflows of more than $4bn year-to-date.
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Global Semiconductor Cycle #chartoftheday (via @dailychartbook) The semiconductor cycle is improving after contracting over the past two years, according to data compiled by Gavekal.
Global Semiconductor Cycle #chartoftheday (via @dailychartbook) The semiconductor cycle is improving after contracting over the past two years, according to data compiled by Gavekal.
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Household Electricity Use for Airconditioning #chartoftheday (via @JosephPolitano) European households’ use of electricity for airconditioning is several multiples less than that of American households.
Household Electricity Use for Airconditioning #chartoftheday (via @JosephPolitano) European households’ use of electricity for airconditioning is several multiples less than that of American households.
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Positive Jan and Feb Good for 2024 #chartoftheday (via @dailychartbook) The S&P500 was up ~20% in years that saw both January and February higher.
Positive Jan and Feb Good for 2024 #chartoftheday (via @dailychartbook) The S&P500 was up ~20% in years that saw both January and February higher.
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Mexico’s Construction Boom #chartoftheday (via @JosephPolitano) Nonresidential investment in Mexico is up nicely courtesy public works projects and nearshoring of US supply chains.
Mexico’s Construction Boom #chartoftheday (via @JosephPolitano) Nonresidential investment in Mexico is up nicely courtesy public works projects and nearshoring of US supply chains.