Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- bitcoin
- Central banks
- geopolitics
- Fixed Income
- gold
- AI
- europe
- Asia
- Commodities
- investing
- Technology
- Crypto
- technical analysis
- nvidia
- china
- ETF
- oil
- earnings
- Forex
- energy
- banking
- magnificent-7
- Volatility
- Real Estate
- Alternatives
- apple
- emerging-markets
- switzerland
- tesla
- Middle East
- United Kingdom
- amazon
- assetmanagement
- microsoft
- ethereum
- russia
- meta
- Industrial-production
- ESG
- Healthcare
- Global Markets Outlook
- bankruptcy
- Turkey
- brics
- Market Outlook
- africa
- performance
ChatGPT will create a digital memory to help personalize its responses
OpenAI is adding a feature that will allow ChatGPT to remember both information about individual users and how they want the chatbot to respond to different types of queries. The feature is rolling out to a small number of free and paid ChatGPT Plus subscribers. OpenAI says the memory feature will be made available to business customers once the company is ready to broadly release the feature. An incognito-like mode will be available allowing people to conduct queries without drawing on memories. source : axios
It's official, higher for longer is back! For the first time this year, markets are now pricing-in just 4 interest rate cuts in 2024.
Just 6 weeks ago, markets were expecting 6 interest rate cuts in 2024. More importantly, the timing of the first rate cut has been pushed all the way back to June 2024. There is now only a 9% chance of rate cuts beginning in March 2024, down from 90% just 6 weeks ago. There is also a ~63% chance that interest rates are unchanged through May 2024. Rate cuts are all but guaranteed. Source: The Kobeissi Letter
There were winners today...
VIX 17 call expiring tomorrow (Wednesday) was basically worthless earlier today... Source: TME, Refinitiv
Bitcoin' Electrical Cost, the rock solid historical price floor for Bitcoin, is at $31.6K today.
It will double in 63 days. Source: Capriole, Charles Edwards
Investing with intelligence
Our latest research, commentary and market outlooks

