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Nancy Pelosi's stock portfolio
Source: Sam Badawi @samsolid57, Carbon Finance
Eye-opening chart, while earnings of Magnificent 7 have had an unprecedented run, earnings of S&P 493 have been more or less stagnant since 2020.
Is the US economy really so strong? Source: Michel A.Arouet, Bloomberg
Shorting the market is not an easy sport...
Below S&P 500 returns following Michael Burry’s stock market warnings... Source: Peter Mallouk
A friendly reminder of bitcoin seasonality
Source: Ryan Rasmussen @RasterlyRock, Bitwise Asset Management
September rate cut odds have plunged to 57% on Polymarket over the past few days—did Powell’s speech leak?
Source: Tom @TradingThomas3
The economic slump in Germany worsened in Q2.
GDP fell by 0.3% in Q2 QoQ, worse than the initial estimate of -0.1%, mainly due to a sharp drop in capital investment, which declined 1.4%. Consumer spending rose by 0.1% QoQ, contributed less than previously thought, while government spending rose 0.8% QoQ. The size of the German economy is currently still slightly below its 2019 level, ING's @carstenbrzeski has calculated: "It looks increasingly unlikely that any substantial recovery will materialise before 2026," he says. Source: Bloomberg, HolgerZ
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