Straight from the Desk

Syz the moment

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

24 Jun 2025

Israel says ceasefire has been violated — Iran denies

The Israel Defense Forces have accused Iran of violating the ceasefire announced by U.S. President Donald Trump “In light of these severe violation of the ceasefire carried out by the Iranian regime, we will respond with force,” the IDF’s Chief of the General Staff Eyal Zamir said, according to a Telegram update from the Israeli military. Earlier, the IDF had reported it was working to intercept missiles launched by Iran toward Israel, with sirens blaring in the north of the Jewish state. News of Iran carrying out a missile attack against Israel after the ceasefire came into effect is “denied,” Reuters cites Iranian media as refuting. Source: CNBC

24 Jun 2025

🤯Warren Buffett's Berkshire Hathaway Now Pays 5% of All U.S. Corporate Income Tax.

A 'record-shattering' $26.8 Billion: 🧵 Source: Caleb Naysmith @ccnaysmith

24 Jun 2025

BREAKING: Crude Oil

Absolute Rug Pull in Crude Oil now plunging back below its 200D moving average tonight Source: Barchart

24 Jun 2025

Oil Cheat Sheet.

Source: Menthor Q @MenthorQpro

24 Jun 2025

2025 so far:

The “Magnificent7” are no longer moving in lockstep like they did in 2023 & 2024: ✅ Meta +16.7% ✅Microsoft +13.7% ✅Nvidia +7.1% ❌Amazon -4.4% ❌Google -11.8% ❌Apple -19.5% ❌Tesla -20.2% Source: Charlie Bilello

23 Jun 2025

⚠️ President Trump just put out these comments about oil and energy

President Donald Trump on Monday demanded that “everyone” needs to “keep oil prices down” or they would play “into the hands of the enemy.” ➡️“EVERYONE, KEEP OIL PRICES DOWN. I’M WATCHING! YOU’RE PLAYING RIGHT INTO THE HANDS OF THE ENEMY. DON’T DO IT!,” the president said in a post on his social media platform Truth Social. Trump’s message comes after his decision to bomb Iran’s key nuclear sites over the weekend has put the world on edge that the Islamic Republic might target energy supplies in the Middle East. It wasn’t clear who specifically Trump was speaking to in his post, though he was likely addressing the U.S. oil industry. Some oil companies had warned earlier in the year that they might have to cut production after prices tumbled to multiyear lows on Trump’s tariffs and OPEC+ boosting supply. ➡️“To The Department of Energy: DRILL, BABY, DRILL!!! And I mean NOW!!!,” Trump said in a subsequent post on Monday.

23 Jun 2025

In case you missed it: Germany’s private sector economy unexpectedly returned to growth in June.

The composite PMI rose to 50.4, up from 48.5 in May, signaling a move back into expansion territory. Manufacturing – a key sector for Germany – saw its PMI climb to 49, the highest level since 2022. While still below the long-term avg of 51.6, it's a notable improvement. The sector appears to be benefiting strongly from falling interest rates, which may help explain why Germany is currently outperforming much of the rest of the Eurozone. Source: HolgerZ, Bloomberg

23 Jun 2025

Foreign investors have bought a whopping $128 trillion of US assets over the last 34 years.

Source: BofA

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