Straight from the Desk

Syz the moment

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

25 Jun 2024

Rolex prices are down almost 40% from highs

Source: Michael Burry Stock Tracker ♟

24 Jun 2024

Semiconductors 2025 revenue growth (expected) vs. earnings multiple

Source: Shay Boloor

24 Jun 2024

The end of ice age... Will we come back one day to a world of negative yielding debt???

Below chart shows the USD Market Value of negative yielding debt. It peaked above $18T after Covid... Source: Bloomberg

24 Jun 2024

Quote

by Denis Waitley

24 Jun 2024

No reasons to worry at all... Just bros living in the moment...

More seriously remember what the East-West divide and the new world order (as defined by Zoltan) are all about: Wars are about alliances: the enemy of your enemy becomes your friend... After the BRICS, should we focus instead on Turkey, Russia, Iran, China, and North Korea playing “TRICKs” – an alliance of economies sanctioned by the U.S. getting ever closer economically and militarily?

24 Jun 2024

If you want success, you need to out-fail everyone.

It’s not about being perfect. It’s about adapting quickly after failure. Source: Chris Donnelly

24 Jun 2024

Here are the stocks driving the S&P500’s almost 15% return so far in 2024.

Source: Evan

24 Jun 2024

The seven immutable laws of investing

Investment Books (Dhaval)

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