Novus Capital (@novuscapital) 's Twitter Profile
Novus Capital

@novuscapital

Novus Capital is an Investment Banking, Corporate Advisory & Equities Trading firm servicing private clients, corporations and off-shore companies.

ID: 1417117723537014786

linkhttp://novuscapital.com.au calendar_today19-07-2021 13:43:07

70 Tweet

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61 Following

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Billionaire Investor Ray Dalio warns #inflation is driving down real wealth: "Some people make the mistake of thinking that they are getting richer because they are seeing their assets go up in price without seeing how their buying power is being eroded."

Billionaire Investor <a href="/RayDalio/">Ray Dalio</a> warns #inflation is driving down real wealth: "Some people make the mistake of thinking that they are getting richer because they are seeing their assets go up in price without seeing how their buying power is being eroded."
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The Fed's balance sheet is still rising to new all-time highs, now at $8.58 trillion, but it's rising at a slower pace. @BloombergAU

The Fed's balance sheet is still rising to new all-time highs, now at $8.58 trillion, but it's rising at a slower pace. @BloombergAU
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Whilst it is a 7-10 year discovery to production timeline the #decarbonisation theme is here to stay. Why Australia is about to go platinum afr.com/business/minin… $FMG $CHN

Financial Review (@financialreview) 's Twitter Profile Photo

Bitcoin miner Iris Energy hopes to raise $US215 million in its Nasdaq IPO, according to documents filed with the US exchange. bit.ly/3c7wnIA

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Global stocks have gained another $400bn in market cap, despite rising pandemic uncertainty and inflationary signs. Global stocks are now worth $122.35tn, the highest in history and equal to 145% of world GDP, an ATH as well.

Global stocks have gained another $400bn in market cap, despite rising pandemic uncertainty and inflationary signs. Global stocks are now worth $122.35tn, the highest in history and equal to 145% of world GDP, an ATH as well.
Goldman Sachs (@goldmansachs) 's Twitter Profile Photo

Watch Tim Moe, $GS' chief APAC equity strategist, explain where we see most upside in regional equity markets next year on Bloomberg TV: click.gs.com/mtpm

Watch Tim Moe, $GS' chief APAC equity strategist, explain where we see most upside in regional equity markets next year on <a href="/BloombergTV/">Bloomberg TV</a>: click.gs.com/mtpm
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Credit spreads are widening in tandem with benchmark rates. Relative yields on junk bonds are the highest in about three months, while for investment-grade notes, they're the highest since March. @BloombergAU Federal Reserve

Credit spreads are widening in tandem with benchmark rates. Relative yields on junk bonds are the highest in about three months, while for investment-grade notes, they're the highest since March. @BloombergAU <a href="/federalreserve/">Federal Reserve</a>
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#Retailcalypse in one chart: Nordstrom and Gap posted their worst 1day plunges on record. Disappointing earnings reports have cost prominent US retailers about $10.7bn in market cap this week.

#Retailcalypse in one chart: Nordstrom and Gap posted their worst 1day plunges on record. Disappointing earnings reports have cost prominent US retailers about $10.7bn in market cap this week.
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Just to put things into perspective: S&P 500 trades at a higher multiple than before the pandemic crash in Mar2020. bloomberg.com/news/articles/…

Just to put things into perspective: S&amp;P 500 trades at a higher multiple than before the pandemic crash in Mar2020.

bloomberg.com/news/articles/…
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Markets dumping.. Just to put things into perspective.. Fear Index Vix jumped 54% on Friday, 4th biggest jump in the history of the volatility index, highlighting market complacency risk.

Markets dumping.. Just to put things into perspective.. Fear Index Vix jumped 54% on Friday, 4th biggest jump in the history of the volatility index, highlighting market complacency risk.
Bloomberg Markets (@markets) 's Twitter Profile Photo

The omicron variant won't stop a global rally for stocks, according to JPMorgan strategists predicting 9% upside for the S&P 500 next year trib.al/6OA7S4Q

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Global equities have lost $1.3tn in mkt cap as last week saw sharp risk-off and counter-duration moves driven by a combination of Omicron & hawkish Fed stance post Powell testimony. Stocks still worth $117.2tn, equal to 138% of global GDP, way above Buffets 100% threshold.

Global equities have lost $1.3tn in mkt cap as last week saw sharp risk-off and counter-duration moves driven by a combination of Omicron &amp; hawkish Fed stance post Powell testimony. Stocks still worth $117.2tn, equal to 138% of global GDP, way above Buffets 100% threshold.
Bloomberg (@business) 's Twitter Profile Photo

Bill Ackman thinks that reported U.S. inflation is understated, even though Labor Department data released Friday showed prices in November rising at their fastest pace since 1982 trib.al/pFoBwww

Lisa Abramowicz (@lisaabramowicz1) 's Twitter Profile Photo

A net 31% of investors are overweight commodities, a record high, while their tech allocation slumped to the lowest since December 2008: BofA global fund manager survey. Investors are more overweight stocks vs bonds than at any time since Feb. 2011.