Who needs hot tech...
...when you can have European banks? Chart shows MAG vs SX7E YTD in %. Source: The Market Ear
Lots of things have happened since this cover page by The Economist (October 2024)...
According to the BofA Fund Manager Survey, 69% of investors believe that US exceptionalism has peaked... Have we moved from one extreme to another ????
Google just dropped its biggest bag ever.
A $32B move to dominate cloud security. Nearly as much as its 10 largest deals—combined. Source: App Economy Insights @EconomyApp
Seasonal trends are about to get more interesting!
source : tme
Swiss Government Lowers Growth Forecasts Ahead of SNB Decision
The Swiss government has trimmed its economic growth outlook for 2025 and 2026, citing global trade tensions. SECO now expects: 📉 2025 GDP: 1.4% (previously 1.5%) 📉 2026 GDP: 1.6% (previously 1.7%) While growth remains below the long-term average of 1.8%, Switzerland is still expected to avoid a recession. This adjustment comes just before the Swiss National Bank’s policy decision on Thursday—a key event to watch. source : reuters
A little piece of advice.
Source: Investing visuals @ZeevyInvesting
The us stock market was celebrating St. Patrick’s day today. First green close for S&P on a Monday in 4 weeks...
Source: Evan @StockMKTNewz, Yahoo Finance
The bull market in gold has been truly historic: Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.
Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%. In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs. Furthermore, the gold to CPI ratio has hit a record 9.2x. This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011. Gold is making history. Source: The Kobeissi Letters, Blossom
