Daily Charts - China vs US Tech stocks
1.Compare and Contrast
China vs US Tech stocks
US Tech: extreme expensive, investors all-in, blue sky narratives, AI hype
China Tech: cheap, investors are skeptical, FUD narratives
Who has the most to gain? $Invesco QQQ(QQQ)$ $Invesco China Technology ETF(CQQQ)$
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2.Leading vs Lagging...
Gold relative performance vs other major assets tells an interesting story for Asset Allocators.
Gold first turned up vs cash, and then vs bonds, and then now it leaves the open question: (when) will gold turn up vs stocks? $Gold - main 2504(GCmain)$
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3.Beware the Curse of the Thematic/Sector ETF launch... 👻 😱
For a number of reasons, ETF launches have often marked the peak of a strong run in the theme/sector they cover.
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4.You might be surprised to learn how many different forms of information you can get from valuation signals when it comes to Multi-Asset investing...
The table below sums it up
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