Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- Central banks
- sp500
- Asia
- markets
- investing
- bitcoin
- technical analysis
- inflation
- interest-rates
- europe
- Crypto
- ETF
- Commodities
- tech
- AI
- performance
- nvidia
- geopolitics
- earnings
- Forex
- gold
- Real Estate
- oil
- bank
- apple
- nasdaq
- Volatility
- emerging-markets
- Alternatives
- energy
- magnificent-7
- switzerland
- sentiment
- tesla
- trading
- ESG
- France
- Money Market
- UK
- Middle East
- assetmanagement
- meta
- russia
- bankruptcy
- Turkey
- ethereum
- amazon
- FederalReserve
- Industrial-production
- microsoft
- africa
- Healthcare
- Market Outlook
- brics
- Focus
Analysts are forecasting Nvidia's annual revenue will jump to $131 billion by 2026, more than double the $61 billion recorded in the fiscal year that just ended.
$NVDA Source: Charlie Bilello
Do people appreciate how speculative "Small Cap Growth" has become?
The Russell 2000 Growth has 28% in negative earners. Prior to the GFC, negative earners were 15-18% of the index. Even in a depression (2009), it only went up to 26%. How many will "grow" into bankruptcy court? Source: Jeff Weniger
Global equity risk premium are now at the lowest since 2008.
Source: Mike Zaccardi
China's trade surplus in the first 2 months of 2024 is the biggest EVER.
Here's China's dilemma. It's caught in a deflationary debt spiral. Exports are a way out. But - at the same time - China's relations with the "developed" world are deteriorating. Source chart: Robin Brooks
Investing with intelligence
Our latest research, commentary and market outlooks