Straight from the Desk

Syz the moment

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

12 Dec 2023

Largest US Companies by Market Cap, 1960 to Today...

Source: Charlie Bilello

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

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