The Evolution of Trading
Source: Barchart
LVMH is now down 46.6% from all-time highs.
That's the company's largest drawdown in more than 15 years. $LVMH Source: Finchat
Post-election years tend to be weak early, then bottom in early April. ✔
Then they tend to rally hard in late April and May. ✔ Is this year really that abnormal? Especially when coming off back-to-back 20% gains? Maybe not Source: Carson, Ryan Detrick
The TACO trade is the new Trump trade
TACO = "Trump Always Chickens Out." Source: Wall St Engine @wallstengine
German job market is deteriorating:
The number of unemployed people in Germany hit 2.96 MILLION in May, the highest in at least 10 YEARS. This is even higher than at the 2020 CRISIS peak. The unemployment rate sits at 6.3%, the second-highest in 10 years. Source: Global Markets Investor
$NVDA Q1 2026
"AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate." - Jensen Huang Revenue +69% *Data Center +73% *Gaming +42% *Professional Vis. +19% *Automotive +72% EBIT +28% *marg. 49% (65) EPS +27% Source: Quartr
Chip companies are eventually going to be banned entirely from working with China in the next 3.5 years.
Source: Spencer Hakimian, FT
Nvidia $NVDA stock is up almost 4% in after hours after beating EPS and Revenue expectations
Source: Barchart
