Goldman Sachs says about $22 of the price of every barrel of oil is now fear that supply will get cut off.
That is the second highest on record, after April 2026. Global oil stocks are near all time lows in Goldman's data since 2017, and Brent is still above $100 even as Persian Gulf oil exports recover. Source: Bull Theory
Bitcoin reached $1 trillion market cap faster than any other asset in history.
No VC money. No board of directors. Zero marketing budget. Source: Bitcoin Archive
Is TINA - There Is No Alternative (than to be invested in risk assets) - dead?
For years, investors were told there was no alternative to stocks. Today, 30-year inflation-protected Treasury bonds offer a 3.37% yield ABOVE inflation, the highest real yield in over 20 years. There is an alternative now. Source: Charlie Bilello
Reserve Bank of India trying to save the Rupee again
'Indian Rupee' appreciated by around 2.7% in international markets After the RBI announced its strongest measures to support the Rupee since 2013. Source: Patterns, Bloomberg
Since 1950, the S&P 500 has averaged a return of 17.2% in the year after midterm elections, more than double any other year of the Presidential cycle
Source: Barchart
Newspapers cover page can sometimes send interesting contrarian buy or sell signals.
Can this cover page convince you that it's time for bonds? Source: Jim Bianco
The sp500 has been doing rather well but what you find underneath doesn't look as pretty...
Since June 1: - 89% of stocks are down more than 10% - 54% more than 20% - 29% more than 30% - 7% more than 50% Just carnage out there... Source: Morgan Stanley Connor Bates
Google overtakes Anthropic in the odds to lead the AI race at year-end, worrying investors ahead of Anthropic’s IPO.
43% chance. Source: Polymarket Money @PolymarketMoney
