Weekly selection of charts: bitcoin vs S&P500, systematic flows, investor positioning, short interest, macro backdrop, earnings, profit margins, Canadian stocks, USA vs global ex-US equities
I hope I am writing for the many who don't, in that: you are the man to what you present.
I've always found you charts astounding, but it is also supporting my (expensive)
outside research I follow. Thank You
I don't doubt that profits and profit margins are spiking. Most non-financial companies are selling (or trying to sell) inventories that they purchased before the inflation spike.