8 Aug 2024
A tectonic shift in Predict Presidential elections odds
Source: Predict It
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
