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20 Mar 2025

The fed dot plot >>> Look at the wide dispersion around the "longer run" dots.

No real agreement on where they're heading. Source: Seek Wiser @SeekWiser_

19 Mar 2025

Habits of high performing people

Source: Seek Wiser @SeekWiser_

19 Mar 2025

Presented with no comment, Long-Term Gold Price, 3 centuries

Chart ~ Nick Laird, http://GoldChartsRUs.com

19 Mar 2025

Fund Managers just rotated OUT OF U.S. Stocks at the fastest pace in history

source :BofA

19 Mar 2025

Fitch Lowers World Growth Forecast Amid Tariffs Chaos

The ratings agency cut its U.S. 2025 growth forecast to 1.7% from 2.1%, a level well below the growth rates of close to 3.0% in both 2023 and 2024. It also lowered its U.S. GDP forecast for 2026 to 1.5% from 1.7%. Fiscal easing in China and Germany will cushion the impact of higher U.S. import tariffs, but growth in the eurozone this year will still be slower, while Mexico and Canada will experience technical recessions due to the scale of their U.S. trade exposures, it added. World growth is set to slow to 2.3% in 2025, well below trend and down from 2.9% in 2024, Fitch said. It will remain weak at 2.2% in 2026. The downgrades by Fitch follow similar moves by the Paris-based Organization for Economic Cooperation and Development this week, with a number of private-sector forecasts also moving in the same direction. source : wsj

19 Mar 2025

👑 Berkshire Hathaway: The King Stays King 👑

While markets remain volatile, Warren Buffett’s Berkshire Hathaway just hit all-time highs: Berkshire’s Class A stock rose 1.8% to close at $784,957 on March 17, while its more affordable Class B shares ended the trading day at $523.01. Both were all-time highs for the shares. Berkshire’s Class B stock is up 16% this year versus a 3% decline in the benchmark S&P 500 index. source : tipranks

19 Mar 2025

BREAKING 🚨: Eggs

The Great Egg Collapse of 2025 continues with prices plunging more than 60% this month. Source: Barchart @Barchart

19 Mar 2025

How often do market corrections lead to a recession in the US?

There have been 60 S&P 500 corrections including the most recent one, according to Deutsche Bank analysis. Historically, in 12% of corrections, a recession had already begun in the previous 12 months. 32% of the time a recession took place within the next 12 months. In 56% of corrections, the US avoided an economic downturn within the next 12 months. In other words, market corrections are only accompanied by a recession ~44% of the time. Can we avoid a recession this time? Source: The Kobeissi Letter

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