Straight from the Desk

Syz the moment

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

26 Jun 2026

Ranked: Countries with the Largest Currency Reserves

China holds over $3.4 trillion in foreign exchange reserves, nearly 3x more than Japan. Seven of the world’s 10 largest reserve holders are in Asia, reflecting decades of export-led growth. Despite being the world’s largest economy, the U.S. ranks only 13th because the dollar is the world’s primary reserve currency. Source: James Wong, Visual Capitalist

25 Jun 2026

Tokens requested from Google, OpenAI and Anthropic relative to total fell to 33% in June 2026 from 72% a year earlier.

Tokenomics matters, or at least it will soon enough. Chinese AI’s gains in the market are remarkable. Source: Bloomberg, Negligible Capital

25 Jun 2026

America's Biggest Companies in 2000 Vs 2026

Source: The Market Mind @Market_Mind_

25 Jun 2026

President Trump says Iran has agreed to keep the Strait of Hormuz fully open with NO tolls, fees, or shipping charges.

Trump also says the US will release controlled Iranian funds exclusively to buy American food products. “If this is false information, negotiations would end immediately.” Source: Bull Theory

25 Jun 2026

🚨Gold and silver are getting wrecked.

Last 30 hours: - Gold down -3.87%, wiping out $1.1 trillion. - Silver down -9.18%, wiping out ~$400 billion. Since the war started: - Gold down -25%, erasing $9.4 trillion. - Silver down -38%, erasing $2.7 trillion. From all time highs: - Gold down -28%, $11 trillion wiped. - Silver down -51%, $4.6 trillion wiped. Precious Metals were supposed to surge on war fear. Instead they crashed when the war started, and now they're crashing again as the war is ending. A buying opportunity ? Source: Bull Theory

25 Jun 2026

Nancy Pelosi disclosed 2 new stock trades:

- Intel $INTC Calls: Bought 200 calls on May 29th at a $50 strike price expiring 3/19/27 spending between $1,000,001 - $5,000,000 on the calls - Uber $UBER Calls: Bought 200 calls on May 29th at a $50 strike price expiring 3/19/27 spending between $500,001 - $1,000,000 on the calls Source: Evan

25 Jun 2026

Gold miners are trading at one of the deepest discounts to the S&P 500 on record.

Fundamentals remain strong. Prices keep falling. Source: Otavio (Tavi) Costa

25 Jun 2026

Strategy ($MSTR) is now down over 80% from its high.

Painful? Yes. Unprecedented? No. After the dot-com bust $MSTR fell 99.86%. If it were to match that, it mean another -99% decline from here. Source: Charlie Bilello

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