The Flow Show-One Flow Over the Cuckoo’s Nest-240607
Accessible version Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%, US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.
报告摘要
Accessible version Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%, US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.
核心要点
- 07 June 2024
- 48.7
报告信息
- 文件全名
- 《The Flow Show-One Flow Over the Cuckoo’s Nest-240607.pdf》
- 适合读者
- 核心数据
- Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%,
- US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.
- Zeitgeist I: "70% of portfolio I'm clipping 5% cash, the rest I’m just all-in on YOLO AI"
- The Price is Right: S&P 500 up 12.3% YTD…ex-NVDA up 7.9%, ex-"Magnificent 7" up
- 4.9%, ex-"AI Big Ten"* up 3.6%... narrow monopolistic tech “revenue” bull…AI Big Ten
- 核心议题
常见问题
《The Flow Show-One Flow Over the Cuckoo’s Nest-240607》主要包含哪些内容?
Accessible version Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%, US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.核心数据:Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%,;US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.;Zeitgeist I: "70% of portfolio I'm clipping 5% cash, the rest I’m just all-in on YOLO AI"。
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覆盖 2024 年,全文共 13 页。
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适合投资人、行业研究员等读者参考。
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重点分析了PMI等议题。
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