20 Aug 2025
Stocks and rate-cut expectations have decoupled significantly since the start of the Summer... will they start to move in sync after Jackson Hole ?
Source: zerohedge
20 Aug 2025
Very interesting session in Wall Street yesterday Since 1996, only two other days have seen stronger S&P 500 breadth paired with a bigger loss.
Source: Duality Researchv@DualityResearch
20 Aug 2025
Let's hope that all that capex pays off
Source: @PeterBerezinBCA
20 Aug 2025
What a chart by Brew Markets...
Source: Bloomberg
20 Aug 2025
If you buy individual stocks, you must know how to identify a moat
Source: Brian Feroldi
20 Aug 2025
How to not lose money in the stock market
1: Wait longer Source: Brian Feroldi, BofA
19 Aug 2025
The 12-month rolling sum of foreign flows into longer-term US assets reached an all-time high in June.
That's well after all the chaos in April around "Liberation Day" and all the weirdness on Russia and China. Markets just don't care. They continue to see US "exceptionalism..." Source: Robin Brooks @robin_j_brooks on X
19 Aug 2025
Gold ETFs Breach 92 Million-Ounce Threshold
Bloomberg's measure of total gold ETF holdings jumped to a two-year high. At 92.7 million ounces on Aug. 15, my graphic shows this metric surpassing the 92 million threshold first reached in 2020, but with a big difference - stock market volatility was rising then. Source: Mike McGlone, Bloomberg
