Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- Central banks
- bitcoin
- geopolitics
- Fixed Income
- AI
- Asia
- gold
- europe
- Commodities
- investing
- Technology
- Crypto
- technical analysis
- nvidia
- oil
- china
- ETF
- earnings
- Forex
- energy
- banking
- magnificent-7
- Volatility
- Alternatives
- Real Estate
- apple
- emerging-markets
- Middle East
- switzerland
- tesla
- amazon
- United Kingdom
- microsoft
- assetmanagement
- ethereum
- russia
- meta
- Healthcare
- Industrial-production
- ESG
- Global Markets Outlook
- Turkey
- bankruptcy
- brics
- inflation
- Market Outlook
- performance
- africa
- LLM
- Global
- Market News
- Weekly Equities
$NVDA is now down 13% since Jim Cramer said "Nvidia, so far, so good"
Source: The Kobeissi Letter
Global freight container rates still moving higher and year/year increase is now up to +233%
Source: Bloomberg, Kevin Gordon on X
And so begins the S&P 500 buyback blackout period . . .
Source: Markets & Mayhem
Nvidia FOMO ? This is interesting:
~90% of Wall Street analysts have now a buy rating on NVIDIA, up from ~30% a decade ago. This comes after the chipmaker's share prices have skyrocketed 27,989% over the last 10 years. As the stock rally intensified, the number of buy ratings rapidly increased. Wall Street has never been more bullish of $NVDA. While fundamentals are strong, there is indeed a risk of short-term pullback. A buying opportunity? Or just the start of something more severe? Source chart: Alpine Macro
Lumber prices continue to sink amid a soft US housing market
Source: The Daily Shot
Rolex prices are down almost 40% from highs
Source: Michael Burry Stock Tracker ♟
Investing with intelligence
Our latest research, commentary and market outlooks

