Over 80% of $SPX constituents have entered their buyback blackout window, reducing corporate support as we kick off the Q4 earnings season.
Source: Hedgeye
Nancy Pelosi just filed ~$69M worth of new stock trades
Including selling $50M of Apple $AAPL Major sells include: - Sold $50M shares of Apple $AAPL - Sold $5M shares of Nvidia $NVDA - Sold $5M shares of Disney $DIS She bought new call options: - Bought $500K of $GOOGL LEAPS - Bought $500K of Amazon $AMZN LEAPS - Bought $500K of Apple $AAPL LEAPS - Bought $250K of Nvidia $NVDA LEAPS Source: Nancy Pelosi Stock Tracker on X
There's Always a Reason to Sell.
Source: Koyfin @KoyfinCharts
Who really holds the world’s gold?
• 🇺🇸 United States still dominates with 8,100+ tonnes • 🇩🇪 Germany remains Europe’s anchor • 🇮🇹 🇫🇷 🇷🇺 all sit around 2,300–2,450 tonnes • 🇨🇳 China keeps climbing, quietly • 🇨🇭 Switzerland punches far above its size • 🇯🇵 🇮🇳 hold far less than their economic weight
The spread between silver prices in Shanghai vs London is skyrocketing...
Source: Markets & Mayhem
Wait a minute...
Source: Heisenberg
The volume in the silver ETF $SLV is $32b..
That's 15x its average and by far the most volume of any security on the planet. For context, $SPY is $24b, $NVDA and $TSLA $16b... Source: Bloomberg, Eric Balchunas
Indian Stocks $INDA form a Death Cross ☠️ for the first time this year
The last one sent prices plunging more than 10% over the next 10 weeks 📉📉 Source: Barchart
