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26 Aug 2024

BlackRock’s support for shareholder proposals on environmental and social issues has hit a new low in the 2023-24 proxy season

Source: FT

26 Aug 2024

Record Short Position in 10-Year Treasuries

A short squeeze ahead? Hedge Funds have now built the largest 10-Year Treasury Future Equivalents short position in history. Note that Asset managers (long-only) have the opposite as they have built record long positions. Source: Barchart

23 Aug 2024

Major retail stores are cutting prices to lure custormers as inflation soars.

Source: Foxbusiness.com

23 Aug 2024

China names healthcare, education, tech as likely venues for more foreign investment

Source: South China Morning Post

23 Aug 2024

L'Oreal Starting to Rebound on Major Support

L'Oreal has tested the major support zone of 372-390 over the last three weeks and has started to break out to the upside from that zone! The trend remains bullish. Source: Bloomberg

22 Aug 2024

Goldman Sach's Head of Global Markets Scott Rubner believes the "pain trade" for US stocks is higher

Source: Bloomberg

22 Aug 2024

Stock buyback tax would quadruple under Democrats' plan

Source: MarketWatch

22 Aug 2024

Nvidia eyes return to record as AI spending bonanza continues

Source: Bloomberg

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