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21 Aug 2023

Here's a chart comparing bitcoin liquidations on Thursday versus the FTX collapse in November 2022.

This feels like yet another sign of the drying #liquidity markets we have seen over the last few weeks. Source: The Kobeissi Letter

21 Aug 2023

Active vs. passive management

source: Brian Feroldi

21 Aug 2023

What were hedge funds buying in Q2?

(source: App Economy Insights) Here are some findings when diving into 13F: 🤖 AI models ⚙️ Semiconductors 🎤 A bit of Taylor Swift 💊 And... weight-loss drugs?!

18 Aug 2023

The generative AI software market is forecast to rapidly grow from $1.5B in 2022 to nearly $280B in 2032

Representing a 69% CAGR – driven by AI assistants and workload infrastructure software, which could contribute $160B combined. Source: Bloomberg, Beth Kindig Potential winners? $META $ADBE $NVDA $MSFT (not an investment recommendation)

18 Aug 2023

In 2009 China sparked global reflation. In 2023, could China to spark global deflation?

Source: www.zerohedge.com

18 Aug 2023

Hedgeye is undefeated

Source: Hedgeye

18 Aug 2023

At least a positive (contrarian) news

The SPX Put to call ratio is at its highest since the SVB banking crisis. In a short term view, the 'PUT BUS' is getting crowded and a crowded trade is usually not a good trade. Source: JC Investment

18 Aug 2023

"inflation is always and everywhere a monetary phenomenon." - Milton Friedman

Source: Charlie Bilello

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