1. China JD.com- 70% of Market Cap was Cash Before Rally
2021 high was $100
2. Alibaba 47% of Market Cap was Cash Before Rally
BABA 2021 high was $300
3. Assets in Money Markets Approaching $7 Trillion
WSJ
4. REIT XLRE Chart Bullish Cross
5. Regional Bank ETF No Breakout on Fed Cut
6. Financials ETF XLF New Highs
7. SLV Silver ETF $856m in New Flows 2024
SLV back to highs
8. Refinancings vs. Mortgage Rates
9. According to Barrons cover story this weekend…GLP-1 sales at $50B and still growing 50% CAGR per year, with global penetration rates in low single digits.
Grandview Research The global GLP-1 receptor agonist market size was estimated at USD 36.79 billion in 2023 and is projected to grow at a CAGR of 21.65% from 2024 to 2030. The launch of new GLP-1 receptor agonist products, a strong product pipeline for both diabetes & obesity applications, and the high efficacy of these drugs are anticipated to propel the market. For instance, in November 2023, Eccogen and AstraZeneca signed an exclusive licensing agreement for ECC5004, an investigational oral GLP-1 receptor agonist to treat patients with type 2 diabetes, obesity, and cardio-metabolic conditions. Phase I trial preliminary results have demonstrated a distinct clinical profile for ECC5004, with good tolerability and encouraging reductions in body weight and glucose at all tested dose levels compared to placebo.
https://www.grandviewresearch.com/industry-analysis/glp-1-receptor-agonist-market Barrons Healthcare story https://www.barrons.com/articles/healthcare-biotech-pharma-stocks-roundtable-dcb49100?mod=past_editions
10. Shrinking Number of Men in Labor Force
Emily Peck-Axios
https://www.axios.com/2024/09/28/working-class-men-labor-market-losses