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Баланс #ФРС vs. SP500 [изменение в %]

Капитализация индекса достигла $50 трлн [+$15 трлн с октября 2023]

С 2003 по 2024 баланс американского ЦБ вырос с $700 млрд до $7 трлн сейчас [$8.9 трлн на максимуме до начала QT] — основной драйвер роста пузырей.

Рыночная доля техов [сектор полупроводников] сейчас выше уровня 2000.

@MarketHeart



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Баланс #ФРС vs. SP500 [изменение в %]

Капитализация индекса достигла $50 трлн [+$15 трлн с октября 2023]

С 2003 по 2024 баланс американского ЦБ вырос с $700 млрд до $7 трлн сейчас [$8.9 трлн на максимуме до начала QT] — основной драйвер роста пузырей.

Рыночная доля техов [сектор полупроводников] сейчас выше уровня 2000.

@MarketHeart

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Telegram | DID YOU KNOW?

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As the war in Ukraine rages, the messaging app Telegram has emerged as the go-to place for unfiltered live war updates for both Ukrainian refugees and increasingly isolated Russians alike. Stocks dropped on Friday afternoon, as gains made earlier in the day on hopes for diplomatic progress between Russia and Ukraine turned to losses. Technology stocks were hit particularly hard by higher bond yields. Multiple pro-Kremlin media figures circulated the post's false claims, including prominent Russian journalist Vladimir Soloviev and the state-controlled Russian outlet RT, according to the DFR Lab's report. In a message on his Telegram channel recently recounting the episode, Durov wrote: "I lost my company and my home, but would do it again – without hesitation." It is unclear who runs the account, although Russia's official Ministry of Foreign Affairs Twitter account promoted the Telegram channel on Saturday and claimed it was operated by "a group of experts & journalists."
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