12 Aug 2025
Gold had its worst day in 3 months
Source: Barchart
12 Aug 2025
Apollo's Sløk says the U.S. remains the most dynamic economy in the world — and he uses one simple chart to make his point: the number of new business applications.
Source: Apollo, HolgerZ
12 Aug 2025
Donald Trump has extended a trade war truce with China for another 90 days, two US officials have said, just hours before his Tuesday deadline to steepen tariffs on the world’s biggest exporter.
Source: FT
12 Aug 2025
Watch out US CPI electricity today
Recent BBG article cites the recent 2x increase in electricity vs. broader inflation. Source: Bloomberg
12 Aug 2025
Almost everyone is all-in on the Mag7 stocks
169 surveyed fund managers with $413 billion in assets said in August that the 'Long Magnificent 7' is the most crowded trade. Professionals, foreigners, and retail investors are heavily invested in these stocks. Source: Global Markets Investor, BofA
11 Aug 2025
In case you missed it...
Russian Ruble is the best performing currency this year, up 42% against the U.S. Dollar Source: Barchart, BofA
11 Aug 2025
U.S. Treasury volatility falls to its lowest level since January 2022
No Fear left in the market! Source: Barchart
11 Aug 2025
Top 100 Bitcoin treasury companies hold almost 1 million Bitcoin
Source: Jason Ai. Williams @GoingParabolic
