Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- Central banks
- Asia
- sp500
- investing
- technical analysis
- markets
- bitcoin
- inflation
- interest-rates
- europe
- Crypto
- Commodities
- ETF
- AI
- nvidia
- tech
- Forex
- earnings
- performance
- gold
- Real Estate
- oil
- geopolitics
- bank
- apple
- nasdaq
- Alternatives
- Volatility
- energy
- magnificent-7
- switzerland
- emerging-markets
- sentiment
- tesla
- trading
- ESG
- Money Market
- France
- Middle East
- UK
- assetmanagement
- meta
- bankruptcy
- russia
- Turkey
- amazon
- ethereum
- Industrial-production
- microsoft
- africa
- Healthcare
- Market Outlook
- brics
Small speculators in stock indexes have reached their most bullish net position ever.
Source: WinSmart
Quartr just created this infographic that illustrates the 13 largest luxury companies worldwide by market cap.
Four intriguing facts: → $LVMH's market cap is almost 60% larger than the combined market caps of the bottom 10 companies on the list. → $RMS is by far the largest single-brand company on the list and ~3.5x larger than $RACE. → Despite owning 10+ brands including iconic maisons such as Gucci, Saint Laurent, and Bottega Veneta, $KER's revenue is "only" ~€20B, compared to Hermès' €13B. → Tiffany & Co. was acquired by LVMH during the pandemic at a valuation of $16 billion, which would place them at #8 on this list.
In professional communication, your writing often serves as the first impression for those who don't know you personally
So conveying confidence and maintaining respect is essential. Source: agrossoblog.org
Don't be too excited about Fed rate cuts.
Examining Fed rate cycles since 1970s has revealed that investors have more to fear from 1st cut in a cycle than the pause. On average, sp500 is up +5% over 100 days between last Fed tightening and 1st cut. The trough in broader market is -23% over 200 days after 1st cut in a series, SRP has calculated. Source: HolgerZ
Great visual by Quartr ->
Agriculture equipment giant $DE may appear boring at first glance. Under the hood lies a complex and fascinating entity with a rich 187-year history, leveraging cutting-edge chips, sensors, and autonomy technology. $DE has grown its EPS at a 11.7% CAGR, or 38x, since 1990
In case you missed it:
After bank of japan abolished negative interest rates this week for 1st time since 2016, the volume of bonds with negative interest rates has shrunk to $300mln. At its peak, there was a volume of $18tn worth of bonds with negative rates. But this weird experiment seems to be over – for now. Source: HolgerZ, Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks