Eurozone #inflation slowed for 1st time in 1.5yrs in sign of hope for ECB. Nov CPI dropped to 10% from 10.6% in Oct while Core CPI remained steady at 5%. Money markets are pricing ~56bps of rate hike in Dec. bloomberg.com/news/articles/…

Recommended Investing Books To Read, by Li Lu Source: uploads-ssl.webflow.com/5ef3c7300432b4…

With inflation numbers easing and the S&P 500 down 15% YTD, US equities may now look attractive. However, we would caution on this with valuations only back to levels seen during the dot-com bubble. We covered this in this month's Blog. #FinancialMarkets gillenmarkets.com/blog/valuation…

Global Inflation Rates...

GillenMarkets: Monthly Blog In our December blog we covered the following topics: 1. Valuations in US Equities 2. Coppock Buy Signal on Japan Equities 3. IRES REIT - What's Up? The full blog is available here - gillenmarkets.com/research-insig… #FinancialMarkets #Investing

Hiring continues to slow down for the Big 4 tech companies. Since Q3 ended, total job openings have dropped -54% for $GOOG, -63% for $MSFT, -34% for $AAPL and -50% for $AMZN.

It took just over a month for Tesla to go from 7th in the FTSE All-World Index to 18th!!! #Tesla #Investing

To put things into perspective: Rest of the World (RoW) is trading at a massive discount to US equities. (Chart via MS)

To wrap up 2022, we came up with our candidate for “Chart of the Year.” It summarises so much of what happened in 2022, between falling markets, high inflation, and rising rates. Read the full article using the link. #FinancialMarkets #Charts gillenmarkets.com/blog/gillenmar…

Ray Dalio: "Earn more than you spend. That will give you freedom, safety, and the power to do what you want." I'm really looking forward to speaking with Ray Dalio on Monday and Tuesday for the #RicherWiserHappier podcast. I'm now immersing myself in his latest book.

Earnings don't repay a loan, cash flow does. H/T Investment Books (Dhaval):

Someone's put rum back in the punchbowl! $ARKK $TSLA

And speaking of "the punchbowl", here's a piece that David wrote about the subject this time last year. linkedin.com/posts/david-co…

The 2-10s U.S. yield curve is now the most inverted since the early 1980s. bloomberg.com/news/articles/…

We host Helen Steers, manager of the UK listed private equity investment trust Pantheon International, on Tuesday 14th March 2023 at 4:30pm (GMT). Click the link to sign up for the webinar. register.gotowebinar.com/register/61624… #privateequity #webinar #investing

And it has worked out ok I guess...

Good podcast explaining the competitive advantages of #Ryanair, a company we have long admired. podcasts.apple.com/ie/podcast/rya…

"Is the industry keeping capacity low so the industry can keep raising prices?" Steve Liesman asks Ryanair CEO Michael O'Leary. "Yes," he says.