Daily Chartbook
@dailychartbook
The day's best charts & insights, curated:
Backtests:
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"Semis are back to trading at a 13% discount to the S&P 500. That's below the longer-run pre-AI average and marks the cheapest relative valuation in more than four years."
@DualityResearch
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"The intensity of tactical ETF flows has started to calm down ... but the structural case for equity ETFs remains well in place in the second panel, that's a rolling 1-year sum approaching $1.4 trillion"
@Todd_Sohn @BairdStrategas
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5 of Wednesday's best charts and insights:
"Jevons Paradox is real: token prices have declined but compute prices have remained elevated, suggesting that there is a huge increase in demand for inference as token prices decline."
Citadel Securities via @patrick_saner
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"EPS growth is not only accelerating in the US tech sector but also in the equal weight S&P 500 which should be supportive of hiring sentiment"
@Daniel_VonAhlen @TS_Lombard
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