Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- Central banks
- Asia
- sp500
- markets
- investing
- technical analysis
- bitcoin
- inflation
- interest-rates
- europe
- Crypto
- Commodities
- ETF
- tech
- AI
- nvidia
- performance
- earnings
- Forex
- geopolitics
- gold
- Real Estate
- oil
- bank
- apple
- nasdaq
- Volatility
- Alternatives
- emerging-markets
- energy
- magnificent-7
- switzerland
- sentiment
- tesla
- trading
- ESG
- Money Market
- France
- Middle East
- UK
- assetmanagement
- meta
- russia
- bankruptcy
- Turkey
- amazon
- ethereum
- FederalReserve
- Industrial-production
- microsoft
- africa
- Healthcare
- Market Outlook
- brics
- Focus
The updated FTX asset report that scares the altcoins / crypto community... A $3.4bn selling tsunami?
Source: Crypto Rower
Cryptocurrencies were again under pressure today with bitcoin testing $25k
There are fears that altcoins face significant downside as FTX potentially seeks to dump its $3.4BN digital asset holdings. This is happening as BTC is close to a 'death cross' - 50DMA dropping below 200DMA... Source: Bloomberg, www.zerohege.com
Median US home prices are now contracting at a level only seen 2 times in the last 60 years:
- 1970 - 2008 Both ended in severe recessions Source: FRED, Game of Trades
Priceless Life Advice from Charlie Munger
Source: Investment Books (Dhaval)
Hedge Fund YTD returns by strategy as of August 2023
Source: www.aurum.com
SoftBank's $ARM IPO is coming up
The chip designer aims to raise ~$5B, targeting a valuation of $50B-$55B. It's the largest US IPO since $RIVN in 2021. Note that SoftBank’s $50bn flotation of Arm is more than five times oversubscribed, according to bankers pitching investors on the biggest initial public offering in nearly two years, as the UK-based chip designer forecast accelerating revenue growth boosted by the artificial intelligence boom. Despite investor concerns about a drop in profits in Arm’s most recent quarter amid a smartphone industry slowdown and the company’s exposure to multiple risks in China, advisers working on the Nasdaq listing said there was “little price sensitivity among investors”, many of whom would be forced to buy because of Arm’s inclusion in indices. Here's a snapshot of its FY 2023 income satement by App Economy Insights
Investing with intelligence
Our latest research, commentary and market outlooks