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With a $3 trillion market cap, Microsoft is twice the size of the entire energy sector in the S&P 500, which generates double Microsoft’s annual free cash flow

00:01 - 21/02/24

 

 

 

The S&P 500 is now 15% higher than where it was when the Fed started hiking rates in March 2022.

 

 

 

The US Yield Curve (10-year minus 3-month) has now been inverted for 472 consecutive days, the longest inversion in history

 

 

 

Returns over last 2 years... Meta $META: +113% Snapchat $SNAP: -71%

 

 

 

Natural crash plunged the depths of sub-$2, with palladium and volatility falling hard

 

 

 

 

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