“[TSA] screened more than 1.07 million people at US airports on Thanksgiving eve. For context this number was still down 41% on the same Wednesday last year.” DB pic.twitter.com/rpxgQvdLU3
— Sam Ro (@SamRo) November 27, 2020
Retail favorite stocks are up 80% YTD.
Robinhooders outperforming hedge funds 20-to-1 pic.twitter.com/f7e4cWnIxY
— zerohedge (@zerohedge) November 27, 2020
During the 1949-1968 cycle, growth peaked against value right about now (in terms of the 10-year CAGR), while during the 1982-2000 cycle the 10-year CAGR flattened for a few years before spiking into what became the dot-com bubble in 1999-2000. 2/ pic.twitter.com/3wi3QCzIkn
— Jurrien Timmer (@TimmerFidelity) November 27, 2020
Euro Area Earnings Revisions are still weak & level EPS for the 2021 calendar year is still falling.
Euro Area 12-Month forward growth expectations also seem wildly optimistic at ~38%.
By comparison the US is ~17%. pic.twitter.com/loAFl9poc6
— Richard Dias (@RichardDias_CFA) November 27, 2020
Tesla's market cap is now higher than Berkshire Hathaway.
Sales (TTM)…
Tesla: $28 billion
Berkshire: $279 billionNet Income (TTM)…
Tesla: $556 million
Berkshire: $36 billionFree Cash Flow (TTM)…
Tesla: $1.8 billion
Berkshire: $27 billion$TSLA $BRKBChart: @ycharts pic.twitter.com/qUQekBU0Kv
— Charlie Bilello (@charliebilello) November 27, 2020