Straight from the Desk

Syz the moment

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

14 Mar 2025

Nvidia $NVDA generated $3.6M in revenue and nearly $2M in net income per employee last year—more than any Big Tech company.

Source: Wall St Engine @wallstengine, Sherwood

14 Mar 2025

Things are going great...

Source: FactPost @factpostnews

14 Mar 2025

Small Cap Stocks $IWM are underperforming the S&P 500 by the largest margin since the Dot Com Bubble 🚨

Source: Barchart

14 Mar 2025

GLOBAL M2 IS EXPLODING.

WILL BITCOIN FOLLOW SOON 🚀 ??? Source: Vivek⚡️@Vivek4real_

14 Mar 2025

Gold trades above $3k for first time ever:

$3,000.40 (futs for now, spot shortly) Source: zerohedge, Bloomberg

14 Mar 2025

The stagflation trade is proving to be a rare winner as the stock market rout continues.

The Goldman L/S Stagflation basket—which benefits from rising commodity & healthcare stocks while betting against consumer discretionary and chip stocks—has gained nearly 18% in 2025. Source: HolgerZ, Bloomberg

14 Mar 2025

The S&P 500 fell 1.4% to a 6mth low, down 10.1% from recent high and so in correction territory.

First 10%+ drawdown since 2023. Source: Bloomberg, HolgerZ

14 Mar 2025

U.S. TARIFFS CHEAT SHEET

Source: Wall St Engine @wallstengine, Bloomberg

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