Category: Blog

IPO Relative Performance in 2019 The IPO market is suffering in 2019. This year’s IPO class is one of the least profitable. Image: Goldman Sachs Global Investment Research

MSCI Eurozone vs. MSCI U.S. This chart shows the large divergence between the MSCI Eurozone Index and the MSCI U.S. Index. Is this an opportunity to increase exposure to eurozone equities? Image: Financial Times

Currency Sensitivity vs. VIX If VIX spikes, this chart suggests that investors should be long yen. Image: Nordea and Macrobond

World’s Most Profitable Companies Saudi Aramco remains by far the most profitable company in the world. Image: howmuch.net

Mission Statement Level of Bullshit vs. Stock Performance from One Year Post IPO This chart suggests that the level of bullshit in the mission statement seems to be inversely correlated to the stock performance from one year after the IPO. Image: Scott Galloway

The U.S. Dollar’s 15-Year Cycles The chart suggests that the cycle in U.S. dollar from peak to peak is about 15 years on average. Image: Financial Times

Cash in Circulation in Various Countries The use of cash has decreased significantly in Sweden. The first cashless society? Image: Nordea and Macrobond

US-China Trade War and Past Major Trade Conflicts In the past, tariffs were in place for long periods of time. The US-China trade war is hitting global growth, by his importance, size and scope. Image: Goldman Sachs Global Investment Research

Valuation – Commodity Prices Relative to Equities Chart suggesting that commodity prices have never been more depressed relative to equities, since the late 90’s. Image: Macrobond

U.S. Dollar and United States vs. G9 Growth Expectations This chart suggests why the U.S. dollar is currently strong. Image: Nordea and Macrobond

ISM Manufacturing Index, ISM Non-Manufacturing Index and U.S. GDP U.S. services sector suggests that the U.S. economy is weathering the trade war. Image: Institute of International Finance