Equito

While the earnings have improved, the price has moved even higher and valuation multiples have increased further.

Timing the market doesn't make sense with all the historical data pointing at the fact that staying invested is a better option for the vast majority of investors.

When 1 out of 4 startups is an AI startup, it becomes difficult to separate the ones using AI as a buzzword to those actually building a company with potential.

Expectations for rate cuts have fallen in the last 3 months.

When investors were given options to explain how rising rates impact bonds, only 2% of all surveyed investors (171/8550 individuals) were able to provide the correct answers.

SOURCE: https://loom.ly/YwREarg

As in previous years, climate software ventures dominated by Europe and North America in 2024.

SOURCE: Pitchbook

Volatility seems to be the primary risk for investors, just behind the inflation and recession, however, they may be missing a bigger picture by only defining terms of failing to meet their financial goals with a 11% risk.

SOURCE: https://loom.ly/YwREarg

According to Market Sentiment, at the time of this research, more than 40,000 coins were listed on CoinGecko. Only 38% of those coins are still alive. The top 10 cryptocurrencies represent a whopping 89% of the total crypto market.

In contrast, according to Chris Chasteen, Research Director at ERI, a gross salary between 64.000 and 70.000 EUR (67.000 and 73.000 USD) is considered good. After taxes, this translates to 3.300 EUR—3.600 EUR (3.470 - 3.790 USD) per month, which would be ~ 12.5% of Gen Z expectations in the United States.

However, to create a fair comparison, we would need to ask the same question of Europe's Gen Z generation.



SOURCE: https://loom.ly/FkFbhvI

In 2024 the strategists have nailed one important prediction - Earnings. This has not been the case in the past as the price targets have been way off.

We keep seeing reports about Europe's productivity dropping. Perhaps it has something to do with too many incentives—for example, look at Spain, where after you are 52 years old, the country will pay your pension (125% of minimum wage) in case you are unemployed. Many Spaniards seem to voluntarily become unemployed at age 52 and upwards.



SOURCE: https://loom.ly/tpdK-XU

According to BofA, the Magnificent 7 remains the most crowded trade. How Trump's administration policies will impact this remains to be seen.