Nvidia $NVDA was the most-bought stock by retail traders on net in 2024
Source: CNBC, Evan on X
Top stock market of the year: Argentina’s index up 163% this year, outperforming the world
@JMilei Source: Sara Eisen @SaraEisen
Phones used 20 years ago.
Source: Jon Erlichman @JonErlichman
As mentioned by Michel A. Arouet on X: If it wasn’t so sad, it would be quite funny
Source: Michel A. Arouet on X
The long S&P500 ($SPY) / short US treasuries 20y+ ($TLT) makes a lot of sense from a macro perspective but is very consensual and looks very extended
See ratio below "In the end, trees don't grow to the sky, and few things go to zero." Howard Marks Source: Guilherme Tavares @i3_invest
Could Bitcoin become one of the currencies used by BRICS+ as a mean of payment ?
This would probably incentivize many countries to create bitcoin reserve. Source: Reuters
Which countries are putting tariffs on China tech ?
Source: Visual Capitalist
Can Wall Street Get It Right?
The annual tradition of predicting where the S&P 500 will land at year-end has once again raised eyebrows. As Wall Street strategists share their projections for 2025, historical missteps in forecasting cast doubt on their accuracy. 2022: A challenging year where the S&P 500 fell by 19.4%, far worse than predictions. 2023: Despite experts forecasting a modest gain of 6.2%, the index surprised with a remarkable rise of 24.2%. 2024: A consensus estimate of 3% growth was dwarfed by an actual gain of nearly 24% by mid-December. For 2025, the consensus now points to a 9.6% price gain, translating to an 11%+ total return with dividends. source :bloomberg, economicstime
