• Markets Happy Hour Podcast - December 7 - tricks and treats in an Advent calendar

  • Dec 8 2024
  • Length: 18 mins
  • Podcast

Markets Happy Hour Podcast - December 7 - tricks and treats in an Advent calendar

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  • Summary

  • On slide 8 and around the 11 minute mark I say Intel instead of Nvidia -It was Nvidia which reached $3.4 trillion in market cap rising by 816% since February 14, 2021, while Intel lost 59% of its market cap over the same period*

    5 days in to our Advent Calendar and already December has provided lots of tricks and treats.

    We have seen more market highs in the US, and illustrate why America First just keeps going - more than ever.

    Over the last decade, in price terms, the MSCI Europe has lagged the S&P 500 by an average compounded rate of 7.7% per year, while the MSCI Emerging Markets has lagged by 9.6% - this is meaningful underperformance that is naturally leading to big investor questions.

    The strength of the US stock market is also evident in company fundamentals too - earnings and margins and pricing power are all more robust in US companies.

    We look around the world to crises that have emerged in unexpected places - such as France and South Korea and look to other winners and losers. Will the incoming SEC commissioner mean "the end to a non-stop anti-crypto crusade?"

    Find out why after coming for our coffee they may also be coming for our chocolate!
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