Snippet Finance

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[Snippet Finance @SnippetFinance]

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https://t.co/JOmZ63BaJB

[Snippet Finance @SnippetFinance]

Japan is reforming.
Source: @GMOInsights

[Snippet Finance @SnippetFinance]

Commodity sectors are at historic lows globally and in the US

@AB_insights

[Snippet Finance @SnippetFinance]

AI is leading to a boom in all sorts of activity ...
Source: @coatuemgmt

[Snippet Finance @SnippetFinance]

IPOoooo

[Snippet Finance @SnippetFinance]

The average age of CEOs keeps going up.
Source: @nberpubs

[Snippet Finance @SnippetFinance]

US cancelled a lot of clean energy projects.

Source:@jpmorgan

[Snippet Finance @SnippetFinance]

$SPY earnings growth - 40% comes from AI infra.

Source: GS

[Snippet Finance @SnippetFinance]

The energy intensity, especially oil, of GDP has come down.

The counter argument – via Jeff Currie – “Fifty years of efficiency gains have made oil cheaper per unit of GDP — but more irreplaceable in function. The remaining barrels are the ones for which no substitute exists"

[Snippet Finance @SnippetFinance]

SEC staffing levels are down 16%, with more cuts going on. Many are the most experienced staffers.

Enforcement actions are down to an eight-year low.

Source: @FTAlphaville @TheBrattleGroup

[Snippet Finance @SnippetFinance]

Concentration everywhere - top 10 deals by $ dominate overall private funding.
Source:@coatuemgmt

[Snippet Finance @SnippetFinance]

AI company revenue growth

Not only is it faster,

the outliers are phenomenal outliers!

Source: @a16z

[Snippet Finance @SnippetFinance]

In a few short years, the UK has overtaken the US as the buyback capital of the world!

Japan not far behind.

Source: @Schroders

[Snippet Finance @SnippetFinance]

$APP - head to https://t.co/746bmGcFmu for the free five week trial.

[Snippet Finance @SnippetFinance]

A 1 GW Data Center
Source:@Bridgewater

[Snippet Finance @SnippetFinance]

In a few short years the U.K. overtook US as the buyback capital. Japan isn’t far behind.

Source: @Schroders

[Snippet Finance @SnippetFinance]

For much of the 1990s, issuance was positive, and at the peak of the bubble in 2000, issuance was more than 5% of market cap

But today, issuance is decidedly negative at -0.9%; the supply of shares is shrinking.

[Snippet Finance @SnippetFinance]

2025 Returns.
US = all earnings growth
OUS = mostly valuation and FX ...

Source: Schroders.

[Snippet Finance @SnippetFinance]

@TheBenSchmark This 👇 too

[Snippet Finance @SnippetFinance]

Distilleries boom

[Snippet Finance @SnippetFinance]

Distilleries boom

[Snippet Finance @SnippetFinance]

Capex boom?
Source: Apollo