Straight from the Desk

Syz the moment

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

19 Feb 2025

GROK 3 IS AMERICA’S ANSWER TO DEEPSEEK—AND IT’S DOMINATING

xAI deserves credit for building world-class reasoning models at record speed—proving that America still leads in AI. With Grok 3 outperforming competitors, it’s clear xAI is setting the new standard for intelligence and innovation. Perplexity AI CEO: “Once the API is live, integration is coming.” America builds fast. Elon is proving it.

19 Feb 2025

U.S. has the largest Gold Reserves in the World by far,

in fact it has more than Russia, China, Switzerland, India, and Japan combined. Source: Bloomberg

19 Feb 2025

Thank you Jim Simons

Source: Investment Books (Dhaval) @InvestmentBook1

18 Feb 2025

Xi wants some of that AI bubble cash.

Here he is shaking hands with Jack Ma after sending him in exile 4 years ago. Source: zerohedge

18 Feb 2025

Alibaba Trying to Break Major Resistance?

Alibaba (BABA US) has been in a bearish long-term trend since 2020, consolidating as much as 57% from its peak. This week, there are the first signs of a breakout of the major resistance at 125.84, and volume has picked up over the past 3 weeks, which is a positive indication. Keep an eye on the price action for potential developments. Source: Bloomberg

18 Feb 2025

The composition of revenue for the U.S. government has evolved significantly over the decades.

Individual income % taxes represent the largest share (49% in 2024). Payroll taxes, which support programs like Social Security, contributes to 35% of federal revenue. Corporate income taxes have decreased as a percentage of total revenue, falling from 21% in 1964 to a mere 11% in 2024. This decline reflects shifts in tax policies and economic conditions. Other revenue sources, including excise taxes, tariffs, and miscellaneous receipts, remain relatively minor. Source: vizualitiks, CBO

18 Feb 2025

Honeywell Back on Swing Support Zone

Honeywell (HON US) has consolidated 17% since November but remains in a bullish long-term trend. The stock is now back on the swing support zone. Keep an eye on the price action for potential opportunities. Source: Bloomberg

18 Feb 2025

Update: The US Government claims it has almost 5000 tons of Gold

but Fort Knox US Gold Reserve has not been audited since 1974, almost 50 years ago... No one has seen any of it. Source: US Homeland Security News @defense_civil25

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