π#renewable #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the worldβs 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.
π₯#DQ
International Solar Energy Society: solar power is on track to generate more electricity than all the worldβs 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.
π₯#DQ
πΊπΈ#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.
Goldman: seasonality in US stocks during election years
In 2024, the S&P 500 is growing significantly faster than in previous cycles.
β οΈπΊπΈ#stocks #us #monetarypolicy #history
i3 Invest: Ρorrelation 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).
i3 Invest: Ρorrelation between 3-Month US Treasury Bills and the S&P 500
βββββββββββββ
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).
πͺπΊπΊπΈ#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).
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).
π#gold #monetarypolicy #history
historically, gold has become more attractive during periods of Fed rate cuts.
historically, gold has become more attractive during periods of Fed rate cuts.
Forwarded from Scorpi18 | Investment Adviser
πΊπΈ#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
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
πΊπΈ#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)
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)
β οΈπΊπΈ#recession #us #history #warning
Sahm Recession Indicator signals the start of a recession when the three-month moving average of the national unemployment rate (U3) rises by 0.50 percentage points or more relative to the minimum of the three-month averages from the previous 12 months β this is precisely what has now occurred.
Sahm Recession Indicator signals the start of a recession when the three-month moving average of the national unemployment rate (U3) rises by 0.50 percentage points or more relative to the minimum of the three-month averages from the previous 12 months β this is precisely what has now occurred.
β οΈπ#stocks #macro #history
overall allocations to equities across the asset management industry are at historically high levels.
Historically, when allocations reach these levels, the proportion of equities in portfolios begins to decline, leading to prolonged periods of market decline, as seen in 2000, 2008, and 2019.
overall allocations to equities across the asset management industry are at historically high levels.
Historically, when allocations reach these levels, the proportion of equities in portfolios begins to decline, leading to prolonged periods of market decline, as seen in 2000, 2008, and 2019.
Forwarded from Scorpi18 | Investment Adviser
πΊπΈ#stocks #monetarypolicy #us #analogy
the current market closely resembles 2007's dynamics: two corrections in six months, the second bigger than the first, followed by a rapid recovery to previous highs and the first Fed rate cut in September.
BofA views the first Fed rate cut as a negative event. Historically, the market tends to hit its bottom on average 12 months after the first rate cut #history
ElliotWave: historically, U.S. stocks have experienced significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle (chart).
Scorpi18|Investment Adviser
the current market closely resembles 2007's dynamics: two corrections in six months, the second bigger than the first, followed by a rapid recovery to previous highs and the first Fed rate cut in September.
BofA views the first Fed rate cut as a negative event. Historically, the market tends to hit its bottom on average 12 months after the first rate cut #history
ElliotWave: historically, U.S. stocks have experienced significant declines when the Federal Reserve shifts from a rate-hike cycle to a rate-cut cycle (chart).
Scorpi18|Investment Adviser
β οΈπΊπΈ#stocks #us #forecast #history
Shiller ratio (cyclically adjusted price-to-earnings ratio) is now more expensive than it has been 97% of the time since 1880. Money manager AQR calculates that real stock returns over the 10 years following a 90th decile reading have averaged just 0.5%.
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historical data since 1871 suggests that when the Shiller ratio exceeds 34, the real return of the S&P 500 over the following 10 years tends to be zero (chart).
Shiller ratio (cyclically adjusted price-to-earnings ratio) is now more expensive than it has been 97% of the time since 1880. Money manager AQR calculates that real stock returns over the 10 years following a 90th decile reading have averaged just 0.5%.
βββββββββββββ
historical data since 1871 suggests that when the Shiller ratio exceeds 34, the real return of the S&P 500 over the following 10 years tends to be zero (chart).
πΊπΈ#stocks #us #history #seasonality
historically, September is the weakest month for the S&P 500.
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historically, European stocks have shown poor performance during the summer months (chart).
historically, September is the weakest month for the S&P 500.
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historically, European stocks have shown poor performance during the summer months (chart).
π¨π³#stocks #china #bonds #history
China 5-year bond yields is at a historic low.
Historically, 5-year Chinese bond yield below 2% has signaled the imminent start of a strong bull market in the MSCI China.
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valuation of Chinese equities relative to global equities is currently at historically low levels (chart)
China 5-year bond yields is at a historic low.
Historically, 5-year Chinese bond yield below 2% has signaled the imminent start of a strong bull market in the MSCI China.
βββββββββββββ
valuation of Chinese equities relative to global equities is currently at historically low levels (chart)
π#gold #monetarypolicy #history
historically, gold rises over 15% on average within 24 months of the first Fed rate cut.
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gold becomes more attractive during periods of Fed rate cuts (chart).
historically, gold rises over 15% on average within 24 months of the first Fed rate cut.
βββββββββββ
gold becomes more attractive during periods of Fed rate cuts (chart).