Straight from the Desk

Syz the moment

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

27 Feb 2025

Bitcoin and TQQQ (3x QQQ) have moved in tandem for a long time.

Looks like BTC wants "this" even lower. Source: The Market Ear

26 Feb 2025

Europe has AI regulations without AI companies.

Europe has crypto regulations without crypto. Europe wants to censor social media without social media companies. Source: Michel A.Arouet

26 Feb 2025

🚨Cash is TRASH, according to US equity funds:

Cash allocation of US equity funds has declined to just ~1.5%, the lowest on RECORD. The Fear of Missing Out (FOMO) has never been greater. This creates downside risk Source: Global Markets Investor, Goldman Sachs

26 Feb 2025

🚨BREAKING: UKRAINE AGREES TO U.S. MINERALS DEAL AFTER TRUMP ADMINISTRATION DROPS $500B DEMAND

Kyiv has finalized a minerals deal with Washington, securing joint development of Ukraine’s oil, gas, and mineral resources—but only after the Trump administration dropped its toughest demands, including a $500 billion revenue claim. The deal establishes a fund where Ukraine will contribute 50% of proceeds from future mineral monetization, but it does not include the security guarantees Kyiv originally sought. With Zelenskyy expected to visit the White House for a signing ceremony, this deal marks a major shift in U.S.-Ukraine relations under Trump. Source: Financial Times thru Mario Nawfal on X

26 Feb 2025

2025 rate cut odds:

from just ONE 2 weeks ago to MORE THAN TWO now... Source: zerohedge

26 Feb 2025

More Year 1 seasonality...

March-August pretty solid, on average. SPX 1929-2021 Suttmeier BofA. Source: Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

26 Feb 2025

Uranium reserves by country.

Source: Rick Rule Rhetoric

26 Feb 2025

Bitcoin under $90k...

here's a compilation of the best crypto liquidation memes on X

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