So many tourists flying to Japan
(The weak yen helps). It is an extraordinary country to visit by the way. Source: The long view on X
One-Pager on The Intelligent Investor
Source: Daniel @MnkeDaniel on X
How many vacation days did you take last year?
Source: kickresume
Overweight technology is a crowded trade.
"Goldman Sachs: Most of our clients expect Technology to outperform in 2025" Source: Mike Zaccardi, CFA, CMT, MBA
BREAKING 🚨: Chinese tech stocks are underperforming US Tech Stocks by the largest margin in history
Can it last? Source: Barchart
Nvdia closed at $118 yesterday,
below its 200-day Moving average yesterday. The last time it happened the stock was trading at... $16 Source: Trend Spider
Is it DeepSeek or $USDJPY?
… a reminder that Tech’s relative performance peaked all the way back in July when Yen first strengthened. USDJPY < 155 today is important - perhaps more so than the unknowable impact of China AI Model. @StrategasRP
These past few weeks have been interesting:
- Trump talks about taking over Greenland/Canada/Panama - The first crypto-friendly White House aims to create a strategic bitcoin reserve - DeepSeek undermined the belief in US tech supremacy and triggered the biggest 1-day drop in a stock in history
