Nvidia $NVDA has now added close to $500 BILLION in market cap in a single session.
This is the largest jump in valuation in 1 day by any company, ever. For comparison, Nvidia $NVDA has added more in valuation in the last 24 hours than the entire value of Costco $COST Source: Trend Spider
Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments
According to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. Source: CNBC
U.S. corporate net interest payments have plunged to the lowest in decades
Source. Bloomberg, Hedgeye
A great chart by FT on the changing ownership of government bonds. France may be the European bond market to watch!
Indeed, in light of 2027 Presidential election. foreign investors could trigger the next phase of France’s sovereign downgrade Despite repeatedly breaching EU debt and deficit limits, non-resident investors still held a striking 57% of French government debt at the end of 2025. France also benefits from the perceived safety net of the European Central Bank, with markets broadly assuming that the ECB would intervene in the event of a severe bond-market crisis. But the 2027 presidential election could put both foreign investor confidence and that ECB backstop to the test. Source: Financial Times, Christophe BESSON
"I only invest in what I fully understand."
Meanwhile, the U.S. Dollar 👇 Source: Bitcoin archive
The S&P 500 is up 33% since the start of 2025.
South Korea: +258% Peru: +147% Colombia: +138% Greece: +127% You never know where the next big winner will be. That’s why you diversify. Source: Peter Mallouk Charlie Bilello
There has never been a less popular war, a result of the president's unserious approach to the war and his refusal to rally the people or congress.
Source: Mike Nelson
Abu Dhabi royal group acquires 49% stake in Trump-backed crypto bank
Sheikh Tahnoon bin Zayed al Nahyan and co-investors reportedly hold a 49% stake in the holding company behind World Liberty Financial’s proposed U.S. trust bank, per WSJ. The proposed bank received preliminary approval from the Trump administration this month, bringing the Trump-backed crypto venture closer to launching its own U.S. banking operation. World Liberty Financial will run its USD1 stablecoin. This follows his previously undisclosed $500M investment in World Liberty, $263M of which went to Trump family entities. Source: WSJ
