Novus Capital is an Investment Banking, Corporate Advisory & Equities Trading firm servicing private clients, corporations and off-shore companies.
Sydney, New South Wales
Joined July 2021
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Novus Capital retweeted
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.
Optimistically optimistic..
U.S. business activity fell in December, but supply-chain snags began to ease trib.al/IRmxGJw
Novus Capital retweeted
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
Last time inflation was this high, in 1982, Feds funds rate was 11.5%.
10 year yield 12.6%.
Here come rising % rates.
Novus Capital retweeted
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
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.
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/…
#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.
Novus Capital retweeted
Watch Tim Moe, $GS' chief APAC equity strategist, explain where we see most upside in regional equity markets next year on @BloombergTV: click.gs.com/mtpm
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 @federalreserve
Novus Capital retweeted
Bitcoin miner Iris Energy hopes to raise $US215 million in its Nasdaq IPO, according to documents filed with the US exchange. bit.ly/3c7wnIA
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/mining/why-…
$FMG $CHN
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
Billionaire Investor @RayDalio 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."
