Yesterday was Value's best day vs Growth since October 2008
$SPYV $SPYG Source: Mike Zaccardi, CFA, CMT, MBA
Interesting to see that DeepSeek is owned by a hedgefund …
Did they short nvidia before announcing the world - through a paper authored by their lab - that the DeepSeek-R1 model outperforms cutting-edge models such as OpenAI’s o1 and Meta’s Llama AI models across multiple benchmarks?
That's an easy one...
Source: The Future Investors / @ftr_investors
The point of making money is not so you can buy everything.
Source: Seek Wiser
Everyone knows that Japan is getting old, but look what is happening in major European countries.
Who is supposed to pay for pensions and healthcare entitlements in Germany, Italy and Spain in few years? Source: Michael A. Arouet
Bitcoin ETFs bought $4.2 BILLION bitcoin in the last 7 trading days.
$150b annual run rate... That's almost 4x the 2024 inflows. Source: Bitcoin Archive
Chinese debt pile is GIGANTIC: China's total debt to GDP rose to a RECORD of ~370%.
The share has DOUBLED over the last 14 years. This does not include shadow banking (outside traditional banking sector). China has a massive debt problem and it will not go away soon. Source: Apollo, Bloomberg, Global Markets Investor
CBOE Volatility Index $VIX dropped to its lowest level this year, even with stocks declining on Friday
No fear left in the market except by Bears. Today might be another story… Source: Barchart
