20 Jun 2025
Investors hold very little exposure to energy stocks today, from a relative perspective.
This is often the kind of setup that leads to a meaningful shift in positioning. Source: Otavio (Tavi) Costa @TaviCosta, BofA
20 Jun 2025
A visionary CEO ???
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20 Jun 2025
In case you missed it...
ELON MUSK’S X IS REPORTEDLY PLANNING TO LAUNCH IN-APP TRADING & INVESTING
20 Jun 2025
JAPAN MAY CORE CPI INFLATION RISES 3.7% Y/Y; EST. 3.6%; PREV. 3.5%
HIGHEST SINCE JANUARY 2023 $JPY Source: investing.com
20 Jun 2025
Hedge funds are frantically piling into long energy stock exposure here, according to Goldman's prime desk data
Source: Markets & Mayhem
20 Jun 2025
The next Fed Chair is going to be the biggest dove the world has ever seen...
Source: Spencer Hakimian on X
20 Jun 2025
Central banks continue to DUMP the US Dollar for Gold:
95% of central banks expect global gold reserves to rise in the next year, according to a World Gold Council survey. A record 43% plan to boost their holdings. 73% expect USD reserves to decline over the next 5 years. Source: Global Markets Investor, Yahoo Finance
17 Jun 2025
US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.
Source: @GlobalMktObserv
