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8 Dec 2023

Ivana SPEAR just published Spear's AI primer and ecosystem map!

While most people are focused on the application layer (e.g., ChatGPT, Copilot 365), there is much more to the AI opportunity.

8 Dec 2023

The S&P 500 technology sector's relative strength versus the broad market is at its highest level since March 2000

Source: Charlie Bilello

7 Dec 2023

How much of the bonds outperforming stocks market action we've seen in the last couple weeks is a function of strong rebalancing flows given bond underperformance this year?

As highlighted by Bob Elliott, even part of this years 1.5tln pension fund stock/bond imbalance happening now could have quite an impact.

7 Dec 2023

Regarding the stock market, the sp500 is exactly at the same level it was two years ago today, December 6, 2021. As the black line shows, the change in the index is up just 0.17%

Meanwhile, the 3-month T-Bill (orange line) is up 6.3% over the same period. Source: Bianco Research

7 Dec 2023

Jamie Dimon said that Bitcoin is primarily being used for criminal activity

Below are some facts about Bictoin and its use for illicit activities. Source: The Bitcoin Therapist

7 Dec 2023

A golden cross on gold (50d MA is trading above 200d MA and both are trending higher)

Source. Bloomberg, Tavi Costa

7 Dec 2023

Crude Oil on major level

Crude Oil WTI has consolidated 27% since September and is now testing August 2022 downtrend line. Source : Bloomberg

7 Dec 2023

JUST IN: SpaceX has initiated discussions about selling insider shares at a valuation of $175 billion or more

The shares are expected to be sold at $95 each. The $175 billion valuation is a premium to the $150 billion valuation obtained this summer. If SpaceX went public, it would be one of the largest IPOs of all time. Source: The Kobeissi Letter

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