Straight from the Desk

Syz the moment

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

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

11 Dec 2023

Gold rallying to 2k$ despite investors selling gold is remarkable. Is it all driven by central banks demand?

Source: Michel A.Arouet, Bloomberg

11 Dec 2023

Russia replaced oil exports to the EU with exports to India and China

Source: FT

11 Dec 2023

Goldman, Citi ready Trading Desks for new wave of Carbon deals

As the carbon offset market gets a new lease on life from the COP28 climate summit in Dubai, bankers from Wall Street and the City of London are positioning themselves to get a chunk of the dealmaking they say is coming.
Banks that have been building up carbon trading and finance desks include Goldman Sachs Group, Citigroup, JPMorgan Chase and Barclays.
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