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30 Jul 2024

Goldman: Harris Trails by Around 3pp in the State Currently Most Likely to Decide the Election—Pennsylvania

Source: Mike Z., Goldman Sachs

30 Jul 2024

US Commercial Property Foreclosures jump to more than $20 billion during the 2nd quarter, the most in nearly a decade 🚨

Source: Barchart

30 Jul 2024

In bull markets stocks go up

Source: J-C Parets

30 Jul 2024

As highlighted by Eric Balchunas

The Reshoring ETF $RSHO is quietly nursing a 9-week flow streak (after being ignored since birth) which boosted its assets under management 7x this year. The American Industrial Renaissance ($AIRR) 3ETF also saw AuM jump by $800m YTD. BlackRock noticed this and launched iShares US Manufacturing ETF $MADE. All these ETFS are exposed to Trump Trade 2.0 but this theme spans beyond politics. Source: Bloomberg, Eric Balchunas

30 Jul 2024

US Presidential elections >>> Are we back to square one?

Source: PredictIt, Bloomberg, www.zerohedge.com

30 Jul 2024

Microsoft and Alphabet are now exactly on par since the launch of ChatGPT at the end of November 2022.

Source: HolgerZ, Bloomberg

30 Jul 2024

The US government just moved $2 billion of seized bitcoin $BTC, two days after Trump's speech 👀

Source: Joe Consorti

30 Jul 2024

The biggest risk is taking NO risk

Source: Seek Wiser

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