Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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🌎#renewable #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.

πŸ’₯#DQ
πŸ‡ΊπŸ‡Έ#stocks #election #us #history #seasonality
Goldman: seasonality in US stocks during election years

In 2024, the S&P 500 is growing significantly faster than in previous cycles.
πŸ‡¬πŸ‡§#stocks #us #history
from a historical point of view, UK stocks appear very cheap compared to those of the rest of the world.
πŸ‡ΊπŸ‡Έ#energy #us #history
US now produces more energy than it consumes for the first time since the late 1950s
βš οΈπŸ‡ΊπŸ‡Έ#stocks #us #monetarypolicy #history
i3 Invest: сorrelation between 3-Month US Treasury Bills and the S&P 500
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BofA: historically, U.S. stocks have experienced significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle (chart).

RIA: the majority of 'bear markets' occur after the Fed's 'policy pivot' (chart).

ElliotWave: the transition from 'tightening' to 'easing' has usually coincided with a period of significant market decline (chart).
πŸ‡ΊπŸ‡Έ#stocks #us #history
a history of SP500 bull and bear markets.

JPMorgan: the average bull market lasts 46 months, approximately 3 times longer than the average bear market.
πŸ‡ͺπŸ‡ΊπŸ‡ΊπŸ‡Έ#stocks #us #europe #history
there is a significant gap between the valuations of European and US companies. Historically, valuations of companies in the two markets have not differed significantly.
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EU stocks are at a record low valuation compared to US stocks (chart).
πŸŒ•#gold #monetarypolicy #history
historically, gold has become more attractive during periods of Fed rate cuts.
Forwarded from Scorpi18 | Investment Adviser
πŸ‡ΊπŸ‡Έ#stocks #us #monetarypolicy #history
Goldman: markets are anticipating an imminent rate cut by the Fed. Historically, the S&P 500 rises 10% in the 12 months following the first rate cut. However, if the US economy enters a recession during this period, the index typically falls by an average of 15%.

Scorpi18 | Investment Adviser
πŸ‡ΊπŸ‡Έ#stocks #us #history #bubble
Goldman: the current market is not much like the dot-com bubble. The companies dominating today are much more profitable and have stronger balance sheets than those that dominated during the dot-com bubble.
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BofA: US market is overheated by historical standards (chart)