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
- europe
- Asia
- AI
- Commodities
- investing
- Technology
- Crypto
- technical analysis
- nvidia
- china
- ETF
- earnings
- oil
- Forex
- energy
- banking
- magnificent-7
- Real Estate
- Volatility
- 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
Warren Buffett did it again! Berkshire Hathaway outperformed the S&P 500 in 2024.
Source: Barchart
The last time just 10 stocks accounted for 38% of total market cap was just before the Great Depression
Source: Goldman, zerohedge
MicroStrategy $MSTR now down 47% since hitting an all-time high 6 weeks ago
Source: Barchart
The Enormous Eight: 2024 Returns
Nvidia $NVDA: +171% Netflix $NFLX: +83% $META: +66% Tesla $TSLA: +63% Amazon $AMZN: +44% Google $GOOGL: +36% Apple $AAPL: +31% -S&P 500 $SPY: +25% Microsoft $MSFT: +13% -S&P Equal Weight $RSP: +13% -S&P SmallCap $IJR: +9% Source: Charlie Bilello
An ETF that tracks the Mag7, $MAGS, registered its largest inflow since inception last Friday,
gathering +$157mm (~8% of current AUM), pushing December inflows to +$800mm (~41% of current AUM) Source: GS, zerohedge
US is now 75% of MSCI World Index, a 55 Year High
Source: Datastream, Special Situations Research Newsletter on X
Investing with intelligence
Our latest research, commentary and market outlooks

