Straight from the Desk

Syz the moment

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

27 May 2025

This is what American exceptionalism looks like.

There are 1,873 billion dollar companies in the US. Japan is a distant second with 404 billion dollar companies. Followed by India with 348. Source: Visual Capitalist

27 May 2025

When you think bonds are safe...

This is not a sh*tcoin... This is Apple bond maturity 2060. Drawdown from peak to through is Source chart: Lawrence McDonald, Bloomberg

27 May 2025

Some of their first business cards.

Source: Jon Erlichman @JonErlichman

27 May 2025

Don't forget... There is more than $7 trillion in money market funds right now.

Fresh dry powder on the side-lines... Source: The Market Ear

27 May 2025

It’s time to stop looking at real yields to determine gold price...

Source: Michel A.Arouet

27 May 2025

Recession fears are falling very quickly

On April 2nd, betting markets put the odds of a 2025 recession at nearly 70% Source: Bravos Research

27 May 2025

Only 6% of Robinhood's revenue from stock trading, down from 25% five years ago.

The remainder comes from: Interest Revenue: 31% Cryptocurrency: 27% Options: 26% Other: 10% $HOOD Source: FinChat @finchat_io

27 May 2025

Interesting.. We were told people in the US were going to stop traveling, summer vacations were over, something like that...

Source: Eric Balchunas

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