9 Oct 2025
The Ratio of the Defensive Consumer Staples ETF to the S&P 500 has moved down to the lowest level since the dot-com bubble peak in March 2000.
$XLP $SPY Source: Charlie Bilello
9 Oct 2025
Bitcoin will become a “pillar of financial security,” like gold, and be included in international monetary institutions' official reserves by 2030, per Deutsche Bank.
Source: Bitcoin news
8 Oct 2025
NVIDIA now has a greater market cap than the entire German stock market and the entire Italian stock market…
Combined. Source: Peter Mallouk @PeterMallouk
8 Oct 2025
The famous circular AI economy diagram
Source: Bloomberg
8 Oct 2025
If the S&P 500 gains another 5% from here until December 31, it will exceed every single Wall Street price target for the 3rd consecutive year.
$SPX Source: Charlie Bilello
8 Oct 2025
Over the last 1 month, the US dollar has been more volatile than the S&P500.
As Goldman Sachs Brian Garrett notes, this has happened twice in the last 7 years (Dec 2023 and Jul 2025)... Source: zerohedge
8 Oct 2025
The OpenAI deal framework is very concentrated into a few companies
Source: Lance Roberts @LanceRoberts
8 Oct 2025
Carlyle Group says the US job market is absolutely finished.
Source: Bloomberg, Spencer Hakimian
