6 Feb 2025
BREAKING: ChatGPT is down worldwide with millions of users unable to access the platform.
Source: The Kobeissi Letter
6 Feb 2025
Treasury Secretary Scott Bessent says Trump 2.0 focusing on 10Y yields, not Fed
Bessent repeated his view that expanding energy supply will help lower inflation. For working-class Americans, “the energy component for them is one of the surest indicators for long-term inflation expectations,” he said. Cheap capital is coming... Source: www.moneycontrol.com
5 Feb 2025
Trade Policy Uncertainty Index hits 2nd highest level in AT LEAST the last 25 years
source : barchart
5 Feb 2025
As shared by Guilherme Tavares i3 invest :
Nasdaq 100 / M2 Levels never seen before...
5 Feb 2025
Xi’s Reply to Trump Tariffs Shows China Has More to Lose - Bloomberg
https://lnkd.in/ez4qCpZa Source: Bloomberg thru C.Barraud
5 Feb 2025
A majority of stocks (59%) underperform Treasury bills over their lifetime and more than half end up having a negative cumulative return.
“Don’t look for the needle in the haystack. Just buy the haystack.” - Jack Bogle Source: Charlie Bilello, Peter Malouk
5 Feb 2025
Job Openings Unexpectedly Crater By More Than 500K In December
Source: zerohedge
5 Feb 2025
With deepSeek and tariffs, we almost forgot that we are in the middle of the earnings season.
FactSet notes that beats are being rewarded above average and misses are being punished around average.
