12 Aug 2024
The % of Bulls in the Investors Intelligence Sentiment Index moved down over 17% in the past 2 weeks (from 64.2% to 46.9%)
That's the biggest 2-week % drop in Bulls since the October 1987 crash. Source: Charlie Bilello
12 Aug 2024
This chart suggests that liquidity from the yen carrytrade has flowed into the Mag7
Source: Bloomberg, HolgerZ
12 Aug 2024
"You don't have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long time." — Charlie Munger
Source: Investment Wisdom
12 Aug 2024
Equities tend to perform well after the Fed cutting cycle starts, unless growth is weak
Source: Goldman Sachs, Mike Z.
12 Aug 2024
There is no free lunch in finance
Funds designed to protect investors from volatility failed to protect investors during periods of high volatility Source: FT, Barchart
12 Aug 2024
Here are the companies with the most Generative AI patents
Source: Voronai, Savvy Trader
12 Aug 2024
This week we've seen the biggest bitcoin fund inflows since July 22.
Meanwhile Larry Fink just keeps waving it in... Source: www.zerohedge.com
9 Aug 2024
China’s rise in coffee consumption
Bullish cocoa ? Source: Eugene Ng, The Economist
