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The S&P 500 Technology ETF is hitting new all-time highs, up 513% over the last decade (20% annualized return). The S&P 500 ETF is now 3% below its all-time high from January 2022, up 202% over the last decade (12% annualized).

00:01 - 17/11/23

 

 

 

IMF: The pace of globalization slowed in the decade and a half since the global financial crisis

 

 

 

German real estate market is showing a big split. Prices for older properties (measured by the Europace House Price Index for Existing Homes) have dropped to their lowest point since Feb 2021, but the prices new buildings keep going up and are…

 

 

 

Hard landings are often preceded by the rising popularity of the soft landing narrative

 

 

 

no buyers left: hedge fund net exposure to magnificent 7 was 12% at the start of the year. It is now 99%

 

 

 

 

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