Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

20 Aug 2026

Switzerland retains $93.28 of every $100 from 2019.

The OECD gap tells a wider inflation story. E.g, the value left from a $100 budget stands at $77.16 in the U.S. In Turkey, you would have $10.93 left... Source: OECD cumulative inflation data, December 2019 to April 2026 Antony Martini

20 Aug 2026

The largest short liquidation in crypto history just happened.

Short sellers lost $3 billion in a single day. Bitcoin hit $71,000, up +11.50%, and $236 billion was added to the crypto market. Here is the full move: Source: Bull Theory

19 Aug 2026

Earnings are great; Free cash flow? Not so much"

Source: BofA, zerohedge

19 Aug 2026

The AI winners of 2026 won’t use every app, they’ll build the right stack.

Source: www.aiforleaders.com Adam Danyal

19 Aug 2026

This visualization ranks 24 countries by the share of adults who have traveled outside their home country.

Overall, international travel is substantially more common in high-income economies, although geography and access to nearby countries also shape the results. Source: Economic Planning Council

19 Aug 2026

A massive global food supply crisis could start next year because of fertilizer shortages, per JPMorgan.

Unlike oil, there is no strategic reserve for fertilizer. Source: Bull Theory, JP Morgan

19 Aug 2026

The three largest foreign holders of US Treasuries all reduced their exposure in June.

🇯🇵 Japan: sold $26B, cutting holdings from $1.143T to $1.117T. 🇨🇳 China: sold another $26B, bringing its Treasury holdings down to just $633B — the lowest level since September 2008. 🇬🇧 UK: holdings declined by $9B to $940B. But the bigger story may be the collapse in foreign demand. 📉 Total foreign holdings of US Treasury bonds and notes increased by just $6.8B in June, compared with $56.6B in May. At a time when Washington needs to finance enormous deficits, its biggest foreign creditors are becoming increasingly reluctant buyers. More supply. Less foreign demand. Higher yields? 👀 Source: Bull Theory

19 Aug 2026

Bloodbath in Asian Markets

Over $650 BILLION has been wiped out from Asian stocks as semiconductor and tech stocks sell off across Asian markets. 🇰🇷 South Korea's KOSPI -5.5%, wiping out ₩279.7T ($186B). 🇯🇵 Japan's NIKKEI -3.1%, wiping out ¥36.7T ($232B). 🇨🇳 China's SSE -2%, wiping out ¥1.29T ($180B). 🇹🇼 Taiwan's stock market -1.5%, wiping out NT$1.80T ($55B). Source: Bull Theory

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks