dafinit @InfoDafinit

Joined January 2025

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Following

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178

Augur Infinity @AugurInfinity

2 months ago

Global equity forward P/E by country –

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@PajosTM That's why our clients don't have to stare at spinning wheels because our private equity dashboards load up instantly despite the calc heavy on-fly IRRs which would take ages with pure python!

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dafinit @InfoDafinit

2 months ago

Minimal entry points - reducing barriers to diversify or exposing uninformed masses to asset classes they may not understand? #CryptoResearch #StockTips #InvestorAwareness

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IMF @IMFNews

4 months ago

Diversification has become more difficult in recent years. Stocks and bonds increasingly sell off together, weakening a core hedge that investors relied on for decades. This shift raises new risks for investors and financial stability. More in our new blog: imf.org/en/blogs/artic…

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PyQuant News 🐍 @pyquantnews

4 months ago

A free (as in free beer) data analytics platform. Grab it here:

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Elements @VCElements

7 months ago

The Scale of Fossil Fuel Production 🌍 elements.visualcapitalist.com/the-scale-of-f…

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The Kobeissi Letter @KobeissiLetter

8 months ago

This is absolutely insane: Technology and tech-related stocks now reflect a record 56% of the stock market. This is ~5 percentage points higher than the 2000 Dot-Com bubble peak. At the same time, defensive stocks make up just 16% of the market, the lowest reading on record. This is the first time in history that defensive stocks have sustained a fall below 20%. Meanwhile, traditional cyclicals, stocks that move with the economic cycle, make up 28% of total market cap, near historically low levels. Technology stocks have never been this dominant.

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Otavio (Tavi) Costa @TaviCosta

8 months ago

Hard to ignore how cheap oil has become relative to a diversified basket of commodity producers that historically move in close correlation. Commodities rarely diverge for long, and this disconnect suggests oil is among the most undervalued resources today, in my view. All of this while US oil inventories sit near record lows and the Permian Basin has seen nearly a 30% drop in drilling rigs over the past three years. More importantly: Keep in mind that oil is also facing one of the most extreme speculative short positions in history.

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St. Louis Fed @stlouisfed

8 months ago

In the latest Small Business Credit Survey, U.S. small businesses reported declines in revenue and employment growth at the highest rate since 2021. Learn about the survey on our blog: bit.ly/48H60HW

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Barchart @Barchart

8 months ago

Warren Buffett Indicator hits a new all-time high of 221%, the most expensive stock market valuation in history 🚨🚨

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St. Louis Fed @stlouisfed

8 months ago

How much did your state’s economy grow in the second quarter? Check the FRED Blog’s map of data from @BEA_News bit.ly/4mLNK3A

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Visual Capitalist @VisualCap

8 months ago

Visualizing $1.5 Trillion in Global Power Investment💡 voronoiapp.com/energy/Visuali…

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Elements @VCElements

8 months ago

Ranked: The World’s Top Cotton Producers 👕 elements.visualcapitalist.com/ranked-the-wor…

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Elements @VCElements

8 months ago

Top 5 Gold-Producing Countries (2010–2024) 🪙 elements.visualcapitalist.com/top-5-gold-pro…

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The STA UK @STA_ORG

11 months ago

🚀 Markets on a tear! 📈 S&P 500 & Nasdaq futures jumped to record highs on Monday, fueled by trade optimism and tech strength. ✅ Canada just scrapped its digital tax on U.S. tech firms—giving a big boost to stalled U.S. trade talks. ✅ Last week, the S&P 500 & Nasdaq closed at all-time highs, helped by hopes of deeper U.S. rate cuts and AI enthusiasm. ✅ Big banks rallied after passing the Fed’s stress tests, paving the way for higher dividends & buybacks. 👀 Eyes now on: 📅 July 9—deadline for new U.S. trade deals (or tariffs spike). 📊 Key economic data: non-farm payrolls & ISM reports this week. 🎙 Fed Chair Powell & others set to speak. Technically I only have a Fibonacci extension to 6812 (projection of the 2020-2022 move from the 2022 low) and the top of a 14-year channel at 7000+ 👉 Despite the record run, it’s still the weakest first half since 2022. Will the bull run last? Not investment advice. #Stocks #Investing #NASDAQ #SP500 #WallStreet #Trading #Finance #MarketUpdate

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BLS-Labor Statistics @BLS_gov

11 months ago

Outwit, Outplay, Outlast, OEWS: employment and wages in occupations of Survivor winners bls.gov/opub/ted/2025/… #BLSdata

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IMF @IMFNews

11 months ago

Global shocks have weighed heaviest on low-income countries and fragile states. Support should focus on grants and concessional loans for the poorest and fragile countries, and on help attracting private investment for more advanced low-income countries. imf.org/en/Blogs/Artic…

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Yahoo Finance @YahooFinance

a year ago

Chipotle won't raise the prices of chicken burritos or guac and chips as it tries to navigate fragile consumer sentiment and a trade war. The burrito chain posted its first decline in same-store sales since 2020. yahoo.trib.al/7HevHBo

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Barchart @Barchart

a year ago

11.1% of active credit card accounts are currently ONLY making the minimum payment, the most in history 🚨 Probably Fine? 🤔

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Otavio (Tavi) Costa @TaviCosta

a year ago

S&P 500 earnings are expected to grow 11% this quarter and another 26% next year. We better hope there’s no recession, because if there is, a sharp downgrade in earnings estimates could be a real drag on the market, in my view.