TOP CHARTS: #16luglio
Vi propongo alcuni dei grafici più interessanti che ho trovato nelle ultime 24 ore in rete. Possono essere una buona base di discussione, sia per essere criticati che magari meglio analizzati.
E se voi avete altre proposte, i commenti sono a Vs disposizione!
MERCATO AZIONARIO: e se nel contesto attuale NON fosse caro?
Are #equities really that expensive? From a multi asset perspective, as this Morgan Stanley chart reveals, the answer is perhaps ‘No’. pic.twitter.com/s5VxVwCGTz
— jeroen blokland (@jsblokland) July 9, 2020
Delinquency Rate: decolla il tasso di insolvenza in USA
US mortgage delinquencies are soaring. The chart below doesn’t include mortgages that are in forbearance.@SoberLook pic.twitter.com/QRVOFYmJFt
— Adam Tooze (@adam_tooze) July 15, 2020
CASH is King anche per i ristoranti USA: ma adesso il FCF crolla…
Levered to the gills.
Restaurants added an insane amount of debt recently.
Median debt/assets is now close to 70%.
More than doubling in 2 years.
The problem is:
Free cash flow is in free fall.
Down 50% YoY!The macro environment is severely impaired. pic.twitter.com/coVZszRkH2
— Otavio (Tavi) Costa (@TaviCosta) July 15, 2020
GOOD NEWS from US industry
ICYMI! US industrial production rose by 5.4% in June, the most since 1959. pic.twitter.com/VJt8RXGAdD
— jeroen blokland (@jsblokland) July 15, 2020
Nasdaq Comp e NYSE volume a confronto
Nasdaq vs. NYSE volume. Late-cycle speculation? Or early cycle thrust? pic.twitter.com/2Gkg8ldtbg
— Mark Ungewitter (@mark_ungewitter) July 15, 2020
NASDAQ Comp: ottimismo ai massimi da 20 anni
?? Nasdaq 100
Pullback on the horizon? The Nasdaq 100 Optimism Index’s Average is the highest for the last 20 years ? https://t.co/X5GnIeIFFQ
h/t @SoberLook #markets #investing #nasdaq #pullback#stocks #stockmarket #equities $ndx #assetallocation pic.twitter.com/RoaxmLWjDA
— ISABELNET (@ISABELNET_SA) July 14, 2020
STAY TUNED!
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