Straight from the Desk

Syz the moment

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

14 Nov 2023

Tech relative to small caps JUST hit the highest level EVER seen This ratio is higher than even the peak of the Dot Com bubble

Source: Game of Trades

14 Nov 2023

Income & wealth inequality is not just a capitalist country story. Watch Russia and China...

Source: Ruben Mathisen

14 Nov 2023

The U.S. Treasury market visualized

Source: X @concodanomics thru Audrey Wang, CFA🇭🇰

14 Nov 2023

The average price of a used Tesla has declined 16 months in a row, moving from a record high of $67,900 in July 2022 to a record low of $39,550 today (-42%). $TSLA

Source: Charlie Bilello

14 Nov 2023

Prospective California homeowners currently in the market would need to make $221,200 annually to qualify to purchase a median-price, single-story home in California, typically costing $843,600

The latest figures show that California’s housing affordability rates continue to decrease. The figures released during the third quarter are down from 16% in the second quarter of 2023. For comparison, about 56% of California home buyers could afford a home during the first quarter of 2012, the index’s peak high. Source: Wall Street Silver

14 Nov 2023

Courage

Source: Ted Bernstein

13 Nov 2023

It looks like Germany is in for high electricity prices for quite some time...

Source: HolgerZ, Bloomberg

13 Nov 2023

China reserve gold holdings as per IMF

Source: Bloomberg

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