12 Dec 2023
The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high
When a trade becomes this crowded, how long until things reverse course? Source: Rosenberg Research
12 Dec 2023
Despite all the talk, the world uses USD to trade
Source: DB
12 Dec 2023
Too much, too fast? Markets is seeing the FED being the most aggressive in terms of rate cuts next year
Source: DB, TME
12 Dec 2023
Parkinson's law
Time Management
12 Dec 2023
Record Options Volume !
Average daily stock options volume this year is 44 million contracts, on track to be the highest in history and more than double what it was 5 years ago. Source: barchart
12 Dec 2023
Each time inflation in China turned negative the global economy was in a recession: 2001, 2008-09, 2020... Is this time different?
Source: Jeffrey Kleintop, Bloomberg
12 Dec 2023
How to not lose money in the stock market? Answer: keep a long-term time horizon
Source: BofA
11 Dec 2023
The bitcoin whales
Source: Tommy Boy
