Scorpi18 portfolio performance (26 Jul. 2024):

- WEEK: +1%- MONTH: +3%- YEAR: +7%- SINCE 2014: +540%

⚠️?#debt #macro

?#tax #stocks #us
Topdown Charts: US publicly traded companies have the lowest effective tax rate in the world.

⚠️??#population #japan #economy
Japanese population falls at the fastest pace in the history of observations.

BBG: the population decline poses a number of problems for Japan's economy, including a shortage of labor for businesses and pressure on the government budget.

??#stocks #us #opinion
SocGen: history shows that extremely concentrated markets tend to precede crashes, as occurred during the run-up to the 2007- 2008 global financial crisis and the 2022 bear market. There is no reason why this time would be any different — read more

⚠️??#stocks #us #bubble #hisory
BofA reports that 19 out of 20 of its metrics indicate that the US market is overheated by historical standards.

?#gold #monetarypolicy #history
historically, gold has become more attractive during periods of Fed rate cuts.

??#stcoks #us #monetarypolicy
Morgan: historically, high-quality growth stocks tend to outperform cyclical stocks during a Fed rate cut cycle.

*? I have no idea how they calculated it. Anyone interested can clarify this with the author ([email protected]) and don't forget to share the information in the Scorpi18|Conversation chat.*

Scorpi18 portfolio performance (19 Jul. 2024):

- WEEK: +1%- MONTH: +2%- YEAR: +6%- SINCE 2014: +535%