Smart money has been selling like NEVER before...
The insider transaction ratio spiked to levels unseen since 2023 When this ratio hits is at 20 or above, it's bearish as insiders sell Source. Win Smart
Below is the BofA Global Financial Stress Indicator.
It just exceeded its April 2021 extreme, showing the LEAST amount of financial stress since the Pandemic (February 2020).
Lot of calls will expire worthless in Super Micro SMCI...
Source: TME
Get prepared for NVDA earnings ...
First support around 667 (21 day moving). Then 630 and after that the 50 day down around 575. But it could also be a new all-time-highs Source: Refinitiv, TME
Types of competitive advantage.
Nice pic by Invesquotes thru Brian Feroldi
Nvidia $NVDA and Super Micro $SMCI accounted for more than $4 of every $10 traded among the top 10 most traded companies on Friday.
Source: Bloomberg, Beth Kindig
Worldwide leaders approval rating thru Thomas Wille
G7 leaders rating looks miserable (NB: The President of Switzerland is no longer Alain Berset - Viola Amherd now holds this for the year 2024).
US markets start to speculate if the next Fed move is up, not down - Bloomberg
Investors are beginning to war-game how the Federal Reserve can manage a us economy that just won’t land, with some even debating whether interest-rate hikes will be needed only weeks after a steady run of reductions appeared all but certain. Bets on lower rates coming soon were so prevalent a few weeks ago that Fed Chair Jerome Powell publicly cautioned that policymakers were unlikely to be in position to cut as of March. Less than three weeks later, traders have not only removed March as a possibility but May also looks improbable, and even conviction about the June Fed meeting is wavering, swaps trading shows.
