BizToc
3) Binance Reclaims $4B for Users —
Crypto exchange Binance successfully recovers $4 billion in user funds that were incorrectly handled, bolstering platform integrity. #BinanceRecovery
tweet
3) Binance Reclaims $4B for Users —
Crypto exchange Binance successfully recovers $4 billion in user funds that were incorrectly handled, bolstering platform integrity. #BinanceRecovery
tweet
BizToc
2) US Curbs Data Sales to Global Rivals —
The US government takes aim at China and Russia, announcing measures to block the sale of sensitive personal data. #DataSecurity
tweet
2) US Curbs Data Sales to Global Rivals —
The US government takes aim at China and Russia, announcing measures to block the sale of sensitive personal data. #DataSecurity
tweet
Offshore
Photo
BizToc
📰 BizToc.com Hourly News Flash
1) Boeing Under Investigation Over Door Incidents —
US Justice Dept. probes Boeing for potential safety and legal violations related to unexpected door plug separations in flight. #BoeingProbe
tweet
📰 BizToc.com Hourly News Flash
1) Boeing Under Investigation Over Door Incidents —
US Justice Dept. probes Boeing for potential safety and legal violations related to unexpected door plug separations in flight. #BoeingProbe
tweet
Hidden Value Gems
The full post by @RayDalio on whether we are in a Bubble 👇🏽 linkedin.com/pulse/we-stock-…
9/9
tweet
The full post by @RayDalio on whether we are in a Bubble 👇🏽 linkedin.com/pulse/we-stock-…
9/9
tweet
Offshore
Photo
Hidden Value Gems
6. To What Extent Have Buyers Made Exceptionally Extended Forward Purchases?
"We apply this gauge to all markets and find it particularly helpful in commodity and real estate markets. In the equity markets, we look at indicators like capital expenditures—whether businesses are investing a lot in infrastructure, factories. This gauge is at the 38th percentile, a bit less bubbly than our other measures."
8/9
tweet
6. To What Extent Have Buyers Made Exceptionally Extended Forward Purchases?
"We apply this gauge to all markets and find it particularly helpful in commodity and real estate markets. In the equity markets, we look at indicators like capital expenditures—whether businesses are investing a lot in infrastructure, factories. This gauge is at the 38th percentile, a bit less bubbly than our other measures."
8/9
tweet
Offshore
Photo
Hidden Value Gems
5. Are Purchases Being Financed by High Leverage?
"Our leverage gauge, which looks at the leverage dynamics across all the key players, looks healthy—at around a 23rd percentile reading."
7/9
tweet
5. Are Purchases Being Financed by High Leverage?
"Our leverage gauge, which looks at the leverage dynamics across all the key players, looks healthy—at around a 23rd percentile reading."
7/9
tweet
Offshore
Photo
Hidden Value Gems
4. How Broadly Bullish Is Sentiment?
"Sentiment in the market is now neutral to slightly positive—not in bubble territory."
6/9
tweet
4. How Broadly Bullish Is Sentiment?
"Sentiment in the market is now neutral to slightly positive—not in bubble territory."
6/9
tweet
Offshore
Photo
Hidden Value Gems
3. How Many New Buyers Have Entered the Market?
"This gauge shot above the 90th percentile in 2020, which by other measures appeared to be in a bubble. Today, the activity of new buyers is a bit higher than typical—55th percentile—but not particularly concerning."
5/9
tweet
3. How Many New Buyers Have Entered the Market?
"This gauge shot above the 90th percentile in 2020, which by other measures appeared to be in a bubble. Today, the activity of new buyers is a bit higher than typical—55th percentile—but not particularly concerning."
5/9
tweet
Offshore
Photo
Hidden Value Gems
"Nvidia’s two-year forward P/E is around 27 today, reflecting that, even as the market cap has grown ~10x, earnings have also grown significantly and are expected to continue to grow over the next year or two because of actual orders that we can validate. During the tech bubble, Cisco’s two-year forward P/E hit 100. The market was pricing in far more speculative/long-term growth than we see today."
4/9
tweet
"Nvidia’s two-year forward P/E is around 27 today, reflecting that, even as the market cap has grown ~10x, earnings have also grown significantly and are expected to continue to grow over the next year or two because of actual orders that we can validate. During the tech bubble, Cisco’s two-year forward P/E hit 100. The market was pricing in far more speculative/long-term growth than we see today."
4/9
tweet