Putting things into perspective...
Future estimates show $AMD vs. $NVDA revenue growth is worlds apart: $AMD expected to add: +$7B in 2025 +$7B in 2026 +$7B in 2027 $NVDA expected to add: +$71B in 2025 +$55B in 2026 +$45B in 2027 $NVDA is adding an AMD-sized company every single year! Source: @gainify_io
Fund management is a rough business... especially when you try to beat the sp500
Source: Invest in Assets
What looks like gold going up is really the dollar going down.
Source: Mr. Uppy @MisterUppy
Peter Lynch in a nutshell
Visual summary by @MnkeDaniel thru Brian Feroldi
It seems that EU leaders aren't invited to the meeting with Zelensky & Trump...
DC schedule says it all: solo with Zelensky in the Oval; EU/NATO chiefs bumped to the dinner after-party. Trump is floating a Zelensky–Putin–Trump 3-way this week... but only if Monday goes smooth. Source: BILD thru Mario Nawfal
U.S. President Donald Trump said Sunday the onus to end the war between Moscow and Kyiv is on Ukrainian President Volodymyr Zelenskyy.
In a post on Truth Social, Trump said that Zelenskyy could “end the war with Russia almost immediately, if he wants to, or he can continue to fight.” “Remember how it started. No getting back Obama given Crimea (12 years ago, without a shot being fired!), and no going into NATO by Ukraine,” Trump added in the post, mirroring demands by the Kremlin for recognition of its annexation of Crimea and for Ukraine to be excluded from the NATO alliance. Source: CNBC
🚨 JPMorgan now expects the Fed to cut rates four times in 2025, starting as early as September and bringing the benchmark down to 3.25%–3.5%.
Source: CryptosRus @CryptosR_Us
German 30y bond yields climbed to 3.35%, the highest level since 2011.
Investors are demanding higher term premia as the surge in bond supply weighs on the market. Source: HolgerZ, Bloomberg
