💥🌎#juice
Orange juice has been growing almost vertically for 2 years in a row. Even Bitcoin can't match that...

🇺🇸#stocks #us #forecast #sentiment

✴️#BTC #crypto #sentimet
Bitcoin will likely never go below $30,000 — Willy Woo

Bitcoin will never go below $35,000 again — Plan B

Standard Chartered sees Bitcoin at $50,000 by the end of 2023 and $120,000 by the end of 2024

🌎#сocoa
сocoa prices, similar to orange juice, have been increasing almost vertically for the past 2 years

🇨🇳#CANG #earningsseason
Cango Inc: quarterly financial results ($ M)

❗️the company's market cap is nearly 3 times lower than the value of its liquid assets minus all obligations (current assets - total liabilities = 2.7 x MCap)

#watchlist

🇨🇳#FENG #earningsseason
Phoenix New Media Limited: quarterly financial results ($ M)

❗️the company's market cap is nearly 7 times lower than the value of its liquid assets minus all obligations (current assets - total liabilities = 7.2 x MCap)

#watchlist

❗️🇺🇸#stocks #us #hedge
Goldman: the cost of hedging through options against a stock market crash is currently at a 5-year low. Put options are worth mere pennies
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VIX = min over 3 years

❗️🛢#oil #macro
global oil demand continues to break records

⚠️🇺🇸#tech #stocks #bubble #history #warning
BofA: tech stocks vs. SP500 - Records of previous bubbles have been surpassed

❗️🌎#election #world #geopolitics #history
2024 is expected to be the most politically intense year on record

🇪🇺#inflation #europe #macro
EU inflation continues its rapid decline

🇳🇱#PRX #earningsseason
Prosus: quarterly financial results ($ B)

- Price/Earnings (4Y): 15
- Price/FreeCashFlow (4Y): 36

❗️Prosus trades at a meaningful discount to the value of its stakes in Tencent and other holdings, including Ula, Oda, Delivery Hero, and PaySense.

#watchlist

🇿🇦#NPSN #earningsseason
Naspers Limited : quarterly financial results ($ B)

- Price/Earnings (4Y): 5
- Price/FreeCashFlow (4Y): 5.6

❗️Naspers shares are trading at a 40% discount to its net asset value

#watchlist