❗️🌎#stocks #us #liquidity #correlation
correlation between global central bank assets and the S&P 500

🇺🇸#EBAY #earningsseason
eBay: quarterly financial results ($M)

#watchlist

💥#BTC Bitcoin ~ $37,000

🇺🇸#CXW #earningsseason
CoreCivic: quarterly financial results ($M)

#watchlist

💥🇩🇪#RBI #earningsseason
Raiffeisen Bank: quarterly financial results ($ B)

#watchlist #undevalued #stocks

⚠️🌕#gold #platinum

💥🇺🇸#stocks #us #election #seasonality
BofA: historically, December is a very strong month for U.S. stocks during the pre-election cycle.

⚠️🇺🇸#stocks #us #bubble #macro #warning
BofA: US stocks relative to the rest of the world have reached unprecedented highs, surpassing the peaks of previous bubbles by at least twice

❗️✴️#crypto #markets #short
at present, certain Grayscale trusts are trading at a premium to the market, reaching several hundred percent — Coinglass

#GBTC

⚠️🇺🇸#stocks #us #tech #short
WSJ: short interest in the highflying megacap tech stocks - "Magnificent Seven" = min since 1996

#AAPL #MSFT #GOOGL #AMZN #NVDA #META #TSLA

💥🇺🇸#ONL #earningsseason
Orion Office REIT: quarterly financial results ($ M).

- Price/Earnings ratio (4Y): —
- Price/FreeCashFlow ratio (4Y): 3.4
- Price/FFO (4Y): 3.7
- FFO/Interest Expense: 3.5

#watchlist

⚠️🌎#realestate #inflation #macro
the surge in global real estate values has far exceeded the pace of inflation = historically, this has resulted in a significant correction in the real estate market, as property prices typically grow in the long term at the rate of inflation — research
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earlier: elite investor Jim Rogers warns of bubbles in real estate

billionaire David Rosenberg: US house prices could plunge 25% from their peak in 2022

earlier: Bob Shiller: by historical standards, house prices in the US are extremely high