Syz the moment

Cash allocation of US equity funds has declined to just ~1.5%, the lowest on RECORD. The Fear of Missing Out (FOMO) has never been greater. This creates downside risk Source: Global Markets Investor, Goldman Sachs

Kyiv has finalized a minerals deal with Washington, securing joint development of Ukraine’s oil, gas, and mineral resources—but only after the Trump administration dropped its toughest demands, including a $500 billion revenue claim. The deal establishes a fund where Ukraine will contribute 50% of proceeds from future mineral monetization, but it does not include the security guarantees Kyiv originally sought. With Zelenskyy expected to visit the White House for a signing ceremony, this deal marks a major shift in U.S.-Ukraine relations under Trump. Source: Financial Times thru Mario Nawfal on X

from just ONE 2 weeks ago to MORE THAN TWO now... Source: zerohedge

March-August pretty solid, on average. SPX 1929-2021 Suttmeier BofA. Source: Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

Source: Rick Rule Rhetoric

here's a compilation of the best crypto liquidation memes on X

Bitcoin $BTC is finally catching up with the drop of liquidity (with a 10 weeks lag). The good news is that Global M2 is accelerating again (but due to the lag risk assets should resume uptrend later on - all other things being equal of course...) Source: Bloomberg, Joe Consorti

Will the Trump 2.0 put be on us treasuries $TLT ??? Source: Geiger Capital @Geiger_Capital on X, Bloomberg