A rare image of a dove...
The Federal Reserve should cut rates in March says former St. Louis Fed President James Bullard Source: Barchart, FT
If you don't know what a shooting star is here's one
Here's the daily chart of Super Micro SMCI. According to Japanese candlestick, it is usually followed by more downside. (this is not an investment recommendation) Source: Trend Spider
Hedge funds' top picks for Q4 2023 are in!
Key investment themes: ☁️ Hyperscalers: $AMZN, $GOOG, $MSFT. ⚙️ Semiconductors: $AMD, $ASML, $TSM. 🌏 Global commerce: $MELI, $PDD, $SQ. ☁️ Software: $CRM, $OKTA, $PCOR. 🩸 Medical devices: $DXCM. Source: App Economy Insights
Earnings results by Nvidia $nvda next week could be a (short-term) turning point for the market
Source: barchart
Inflows to Tech on course for ~85bn in 2024....
Source: TME, BofA
Traders no long expect Fed to cut rates in May and switched to June.
*Approximately 90 bps of cuts are now priced in for the full year, down from 137 bps expected before the Jan. 30-31 FOMC meeting. Source: Bloomberg
🎢 The Emotional Ups and Downs of Learning: How to Thrive in the Face of Challenge
Source: Anthony Cheung
$2.4 Trillion In Options Expire Today
There is over $2.4 trillion of notional in options exposure that will expire on Friday, including $510 billion notional of single stock options. Index options volumes continue to grow, driven by 0DTE/short-dated options. Meanwhile, single stock options volumes have rebounded to an 18-month-high fueled by significant growth in call options volumes. Google searches for "call options" just hit a 2 year high. source : gs, zerohedge
