Deposit Growth Y/Y

posted in: Uncategorized | 0

Even though it slowed somewhat q/q JPM and WFC each reported huge deposit growth y/y in Q1.  Systemic deposit growth is shown below: For a broader picture, here’s M2 growth, quite significant considering that GDP is growing sub 3%:

MSFT Performance Since Antitrust

posted in: Uncategorized | 0

Even though the charges are a little less severe, the thought of the Justice Department bringing anti-competitive charges against the county’s largest technology company brings 1998 to mind, when the Clinton DOJ sued MSFT for antitrust.  Below is a long … Continued

Amazon vs. Walmart

posted in: Uncategorized | 0

Here is the same set of charts as the previous post for Amazon vs. Walmart.  Amazon does 10% of WMT’s sales at a lower gross margin, but its market cap is roughly 42% of WMT’s. AMZN Revenues TTM data by … Continued

Amazon vs. Best Buy Revenue

posted in: Uncategorized | 0

With Best Buy’s CEO stepping down yesterday there’s a lot of talk about how Amazon is killing all retailers.  Below is a chart comparing AMZN’s revenues vs. BBY’s.  Also there is are chart comparing each company’s gross margin and market … Continued

Growth Stock Roundup

posted in: Uncategorized | 0

Much to this value investor’s dismay, this is starting to smell like the type of market that “growth” (i.e. momentum/unreasonably valued) stocks could outperform.  Below is a group of the top stocks from Avondale’s proprietary growth screen and their performance … Continued

1 388 389 390 391 392 393 394 422