12 Dec 2023
Record Options Volume !
Average daily stock options volume this year is 44 million contracts, on track to be the highest in history and more than double what it was 5 years ago. Source: barchart
12 Dec 2023
Each time inflation in China turned negative the global economy was in a recession: 2001, 2008-09, 2020... Is this time different?
Source: Jeffrey Kleintop, Bloomberg
12 Dec 2023
How to not lose money in the stock market? Answer: keep a long-term time horizon
Source: BofA
11 Dec 2023
The bitcoin whales
Source: Tommy Boy
11 Dec 2023
Gold rallying to 2k$ despite investors selling gold is remarkable. Is it all driven by central banks demand?
Source: Michel A.Arouet, Bloomberg
11 Dec 2023
Russia replaced oil exports to the EU with exports to India and China
Source: FT
11 Dec 2023
Breaking down the AI semiconductor ecosystem:
While $NVDA gets most of the attention, AI is additive to most of the semiconductor industry. Source: Eric AITechInvesting
11 Dec 2023
The number of Americans with a second job is again at all-time highs
Source: Fred, Win Smart
