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#NVIDIA has been at the epicentre of the PE multiplication move and benefited from the recent growth/value rotation. However, with the P/E now higher than the http://dot.com bubble its failure to break above trend resistance looks interesting.
Happy #AssetManagementMonth! To celebrate, we're offering a limited-time promotion on our Institutional Research & Bonus Webinar with Macro Experts @JulianMi2 and @MikeTaylor. Limited spots are available through April 15th.
Click here: https://mi2partners.com/spring-promo-2023/
In Part II, we delve into the current state of the #housing #market and its implications for growth.
As we examine the current state of home builders' stocks, it's becoming increasingly clear that they may be disconnected from #reality.
To know more:
US Economy: Part II - Housing - MI2 Partners
Historically, US GDP and housing starts/construction have been highly correlated Single-family starts will continue to ...
bit.ly
Thus far, US regional bank problems have been essentially liquidity related. Unfortunately, it's just the start of a long bleed, as the US economy slows and enters recession. One area of particular concern according to the IMF is commercial real estate. #bankrun #banks #SVBBank
It's an interesting time to be on the show!
Later on the Daily Briefing at 4PM ET, @JulianMI2 and @jam_croissant will be providing live coverage of the Credit Suisse carnage.
Link coming soon.
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