Charlie Bilello
Charlie Bilello

@charliebilello

5 Tweets 1 reads May 22, 2023
New Video: The Week in Charts ‼
-- 33% Nasdaq 100 Rally
-- 2023 = Inverse of 2022
-- Where Do US Equity Valuations Stand?
-- US Consumer: Pulling Back
-- Falling Tax Receipts + Rising Government Spending
-- Why Workers Are Happier
-- And more...
📺:
youtube.com
(1) Call It a Comeback
The Nasdaq 100 is now up 33% from the October lows, at its highest level since April 2022. $QQQ
Video: youtube.com
(1a) Call It a Comeback
NVIDIA is leading all stocks in both the S&P 500 and Nasdaq 100 this year and is now only 5% below its all-time high. $NVDA
Video: youtube.com
(1b) Call It a Comeback
With 93% of companies now reported, S&P 500 GAAP earnings have come in much better than expected, flipping the YoY growth rate back into positive territory (+8% YoY) for the first time since Q1 2022. $SPX
Video: youtube.com
(1c) 2023 YTD = Inverse of 2022
The worst performing areas of the equity market in 2022 (Nasdaq/Tech/Growth) have been the best performers thus far in 2023. And the best performers from 2022 (Energy/Value/Equal Weight) have become the worst.
Video: youtube.com

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