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
- technical analysis
- investing
- bitcoin
- 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
It took 4 years for MicroStrategy to buy 205,000 Bitcoin.
It took just a few months for BlackRock to buy 223,645 BTC for its spot Bitcoin ETF.
Is the semiconductors trade getting overcrowded?
VanEck Semiconductor ETF $SMH had the largest inflows in the history of the ETF yesterday, according to Goldman. Source: Markets & Mayhem
Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100.
Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since November 2021. Source: Charlie Bilello
Money-market fund assets rose to a fresh record high on expectations short-term rates will remain elevated for longer.
Total assets rose to $6.108tn from $6.077tn the week prior. Source: HolgerZ, Bloomberg
European Stocks are on track for their 8th consecutive green week which would be their longest winning streak since 2022
source : barchart
Investing with intelligence
Our latest research, commentary and market outlooks