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8 Aug 2024

Switzerland is considering imposing a tax on large inheritance targeting the super-rich

Source: Bloomberg

7 Aug 2024

A very important chart which goes AGAINST hard landing scenario

"The source of the rise in the us unemployment rate is not job cuts but a rise in labor supply because of rising immigration. That is the reason why the Sahm rule doesn’t work. The Sahm rule was designed for a decline in labor demand, not a rise in immigration." - Torsten Slok (Apollo) Source: Mike Z. on X

7 Aug 2024

Modi's budget could send Indian stocks higher

Source: Bloomberg 3 July 2024

7 Aug 2024

Coincidence or not?

Source: Bastien Chenivesse, Bloomberg

7 Aug 2024

In case you missed it...

Crude Oil has fallen to its lowest price since early February. Source: Barchart

7 Aug 2024

It seems that many companies are in desperate need for rate cuts...

Source: Bloomberg

7 Aug 2024

Yesterday evening after the close, Super Micro $SMCI has swung nearly $170 in 40 minutes in after hours trading, dropping from $725 to $558.

Super Micro Computer beats on revenues + announced 10:1 stock split (why?) but missed on EPS. CEO: "Supermicro continues to experience record demand of new AI infrastructure..." Source: Ycharts, Beth Kindig

7 Aug 2024

BREAKING: Is the BoJ capitulating?

The Bank of Japan Deputy Governor says they WON’T raise rates when the market is unstable. The Yen is getting absolutely destroyed…and the Nikkei is up nearly +3%, Nasdaq Futures is up +1.2% A wild start of August... Source: TradingView

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