Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

25 Mar 2025

CTAs have now built the largest short position in Oil since 2014

Source: Barchart, The Daily Shot

24 Mar 2025

We have come along way...

Source: Out of Context Human Race @NoContextHumans

24 Mar 2025

“The only real mistake is the one from which we learn nothing.” – Henry Ford

Source: Charlie Bilello @PeterMallouk

24 Mar 2025

🎈 Happy Anniversary, Dot-Com Bubble.

On this day 25 years ago — March 24, 2000 — the S&P 500 hit a peak it wouldn’t revisit until 2007. Three days later, the Nasdaq 100 reached its final all-time high… for the next 15 years.

24 Mar 2025

U.S. Earnings Revisions Index from ⁦@Citi⁩ has been negative for 13 consecutive weeks.

Source: Liz Ann Sonders, Bloomberg

24 Mar 2025

White paper outlines more than 101 million Indians diagnosed with diabetes and 136 million with pre-diabetes.

Total diabetes treatment cost is projected to hit $12.8 billion by 2030, it said urging government action to curb hashtag#India's growing burden. Read more at: https://lnkd.in/eG_dSUDa

24 Mar 2025

The army of retail investors is fighting the US stock market:

Mom-and-pop investors have bought US equities for 7 days STRAIGHT ending Wednesday. Individuals have sold stocks on net only in 7 trading sessions out of 52 in 2025. Is the army of retail investors going to win? Source: Global Markets Investor @GlobalMktObserv

24 Mar 2025

US tariffs on April 2nd: Will it be not as bad as expected?

A “Trump put” ahead? Some articles caught a lot of bullish notice this weekend. S&P Futures are going UP this morning Source: Bloomberg, WSJ

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks