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11 Mar 2025

Tesla $TSLA IS NOW TRADING -50% OFF ITS HIGHS as Musk says he’s running his businesses ‘with great difficulty,’

Source: CNBC, Trend Spider

11 Mar 2025

Magnificent drawdowns

$AAPL -13% $NFLX -18% $MSFT -19% $META -19% $GOOGL -20% $AMZN -20% $IBIT bitcoin -26% $AVGO -27% $NVDA -28% $TLSA -52% Source: Mike Zaccardi, CFA, CMT, MBA

11 Mar 2025

Why investing is so difficult

Investment Books (Dhaval) @InvestmentBook1

11 Mar 2025

Tariffs "cheat sheet" updated

Source: Bloomberg

11 Mar 2025

‼️ BREAKING: EU EQUITIES UNDER PRESSURE ‼️

Germany's Greens won't support draft debt package in parliament. The CDU/CSU and SPD need the support of the Greens to achieve the two-thirds majority in the Bundestag in its old composition. The FDP, which was represented in the old Bundestag, will hardly vote in favor of such a debt package. Source: HolgerZ, DB

11 Mar 2025

Trump 2.0 vs. Trump 1.0

The full market picture by Fund Strat Interesting to link this to Trump's comments yesterday on FoxNews: "There could be a little disruption (…) Look, what I have to do is build a strong country. You can't really watch the stock market. If you look at China, they have a 100 year perspective. We go by quarters. And you can't go by that”. Not the same kind of Trump's put than in 2017...

10 Mar 2025

Mainland Chinese money came flooding into HK markets today

Investors bought up a record amount of stocks in Hong Kong where the large tech giants are listed. Source: Bloomberg, David Ingles

10 Mar 2025

Japan 40Y bond yield hits highest in history.

Eventually markets will remember that Japan has to roll over the world's biggest debt load ever assembled. Source: Bloomberg, www.zerohedge.com

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