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
- Commodities
- investing
- AI
- Technology
- technical analysis
- Crypto
- nvidia
- china
- ETF
- earnings
- oil
- Forex
- energy
- banking
- Volatility
- Real Estate
- magnificent-7
- Alternatives
- apple
- emerging-markets
- tesla
- switzerland
- Middle East
- amazon
- United Kingdom
- assetmanagement
- microsoft
- ethereum
- russia
- meta
- Industrial-production
- ESG
- Healthcare
- Global Markets Outlook
- bankruptcy
- Turkey
- brics
- Market Outlook
- africa
- performance
This is quite impressive ... the S&P 500 is up by 38.8% year/year.
Going back to 2000, there are only 25 weeks that had stronger gains, 24 of which were either in 2010 or 2021. Source: Bloomberg, Kevin Gordon on X
Since the launch of ChatGPT, the 6 biggest tech companies have added $8.2T in market value.
Nvidia added the most, with more than $2.5B! $NVDA $MSFT $META $AAPL $AMZN $GOOGL Source: Bloomberg Opinion, The Future Investors
BREAKING 🚨: The "Yen carry trade unwinding risk" is unwinding
Japanese Yen has fallen through the 150 level against the U.S. Dollar for the first time in 2.5 months Source: Barchart
$NVDA back at all-time highs, but now trading 16% cheaper on a trailing P/E basis. ☕️
Source: Trend Spider
🚨THIS HAS HAPPENED ONLY 3 TIMES AFTER THE GREAT FINANCIAL CRISIS🚨
US corporate executives of the S&P 500 companies have been buying the least stock since the start of the 2021 bear market. Chart: @jasongoepfert thru Global Markets Investor
With a market cap of $3.4 trillion, Nvidia is trying to catch the entire value of Japan's Nikkei 225 index.
Source: Jeff Weniger
One year ago, Nvidia $NVDA was estimated to generate $79.3 billion in revenue in FY25.
Now, Nvidia is estimated to generate more than $125.6 billion in FY25. Source: Beth Kindig @Beth_Kindig
Investing with intelligence
Our latest research, commentary and market outlooks

