Straight from the Desk

Syz the moment

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

21 Feb 2024

Visualizing the Most Valuable Brands in 12 Countries

At the start of 2024, Apple was found to be the world’s most valuable brand, with a value of $517 billion—a 73.6% increase over the previous year. China may have 20 brands in the top 100, but South Korea’s Samsung trumps it for second place outside of the U.S. with a value of $99 billion. Overall, Asian brands have attained significant value in recent years. China’s TikTok (along with its domestic counterpart, Douyin) is well known all around the world and had a value of $84 billion, while Japan’s Toyota and Saudi Arabia’s Saudi Aramco had brand values of $53 billion and $42 billion respectively. Europe’s most valuable brand is Germany’s Deutsche Telekom at $73 billion, while French luxury fashion house Louis Vuitton had a value of $32 billion. source : visualcapitalist

21 Feb 2024

Teenagers are jumping into the U.S. stock market

A Fidelity study on teens and money recently estimated that about a quarter of teenagers in the U.S. have started investing, based on an online survey of 2,081 respondents ages 13 to 17. Trades placed using Fidelity’s Youth app, an account opened by parents but owned by teens, jumped in the fourth quarter. Many young investors are starting to invest earlier than previous generations did. Almost two-thirds of Gen Z investors said they first started learning about investing in high school or middle school, compared with about 38% of millennials in a 2023 Bank of America survey of affluent individuals. Some are introduced to stocks through family members or teachers, while others have turned to social media. source : wsj

21 Feb 2024

Here are the top 10 ETFs with the most inflows (top) and outflows (bottom) for all 4,500 US ETFs.

Inflows IBIT is #3 and FBTC is #7 Outflows GBTC is #2 And remember, the spot BTC ETFs started trading on January 11! Source: Bianco Research

21 Feb 2024

Walmart beats Wall Street’s holiday expectations as e-commerce sales soar.

Walmart shares closed 3% higher Tuesday to a new record high. Share are up more than 11% this year. - Walmart said Tuesday that quarterly revenue rose 6%, as shoppers turned to the big-box retailer throughout the holiday season and the company’s global e-commerce sales grew by double digits. - The retail giant also announced Tuesday that it would acquire smart TV maker Vizio to accelerate growth of its advertising business. Walmart is acquiring the company for $2.3 billion, or $11.50 per share. - CFO said customers have still shown discretion with purchases. They are putting fewer items in their baskets but shopping more frequently, he said. Electronics, TVs, computers and some other expensive items have been a tougher sell, Rainey added. - Earnings per share: $1.80 adjusted vs. $1.65 expected / Revenue: $173.39 billion vs. $170.71 billion expected - Walmart said it expects consolidated net sales to rise 4% to 5% in its fiscal first quarter. It also anticipates adjusted earnings of $1.48 to $1.56 per share on a pre-stock split basis. - For its fiscal 2025, the retailer expects consolidated net sales will climb 3% to 4%. Walmart anticipates adjusted earnings will be $6.70 to $7.12 per share on a pre-stock split basis. Source: CNBC, Bloomberg

21 Feb 2024

Smart money has been selling like NEVER before...

The insider transaction ratio spiked to levels unseen since 2023 When this ratio hits is at 20 or above, it's bearish as insiders sell Source. Win Smart

21 Feb 2024

Below is the BofA Global Financial Stress Indicator.

It just exceeded its April 2021 extreme, showing the LEAST amount of financial stress since the Pandemic (February 2020).

21 Feb 2024

Lot of calls will expire worthless in Super Micro SMCI...

Source: TME

21 Feb 2024

Get prepared for NVDA earnings ...

First support around 667 (21 day moving). Then 630 and after that the 50 day down around 575. But it could also be a new all-time-highs Source: Refinitiv, TME

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