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11 Sep 2025

Real estate has held its spot as America’s favorite long-term investment for the 12th year in a row, ahead of stocks, gold, and savings accounts

Source : pacaso, chartr

11 Sep 2025

Returns on new technology indexes peak

Source: BofA

11 Sep 2025

Should we consider this as a leading indicator?

Sotheby’s revenue from commissions and fees on sales fell -18% Profit before tax at Sotheby’s Holdings UK fell -21% Source: The Coastal Journal

11 Sep 2025

Hope you all kept your kids' Pokemon cards...

Source: WSJ

11 Sep 2025

Consensus is for cuts with no recession

Source: Goldman Sachs

11 Sep 2025

Data centers are scarce

Source: BofA

11 Sep 2025

Gold stocks have crushed every sector of the S&P 500 this year

Source: Tavi Costa, Bloomberg

11 Sep 2025

Oracle is expecting its “Cloud Infrastructure” revenue to rise to an eye-watering $144 billion in its fiscal year 2030. That’s up more than 14x on last fiscal year’s ~$10 billion haul

If, and it is an if, the company hits that forecast, it will have shades of another AI enabler’s meteoric rise: Nvidia’s data center business, which saw its revenue increase from $6.7 billion in FY 2021 to $115 billion in FY 2025, with analysts anticipating more than $184 billion in data center revenue this fiscal year. Source: Chartr

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