Apollo just released a 48 page report on their outlook for public and private markets
Few charts that caught my eye
1/ Marine fuel price at major hubs have seen a massive shock due to recent geopolitical conflict
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What is catching my eye is that while sentiment is leaning bullish among retail investors and Wall Streeters, corporate insiders are selling at the highest level since 2000. The chart below shows the Vicker’s Insider Sell/Buy index. Typically, this index only produces meaningful signals at market lows when CEOs and the like buy their company stocks at depressed levels. They have all kinds of reasons to sell shares, including for compensation, so there is usually little signal there. That may well be the case today, but given the conversation about valuation and bubbles and loft earnings goals, the current 25:1 sell/buy ratio is something that gives me pause.
@ddiamond@AnnieLinskey@jdawsey1@_willparker_ The team left out the upgrade of the PEOC bunker under the ballroom, which was reported on NPR. Some view the ballroom as a headfake for PEOC changes, and the donations as linked to PEOC.
@jdawsey1 Thanks for your article on the new ballroom at the White House. The Presidential Emergency Operations Center (PEOC) is under the ballroom site. Officials have stated that a renovation and security upgrade is included in the plans. Why exclude that from the article?
The arrogance of today’s retail investor base when it comes to information they dismiss or opinions they disagree with, due primarily to stock price performance, is hitting ATH’s every day now.