15 Aug 2024
The $VIX has declined 58% (from 38.57 to 16.19) over the last 7 trading days, the biggest 7-day volatility crash in history.
Source: Charlie Bilello
15 Aug 2024
Torsten from Apollo: the reality is that firms on earnings calls talk less and less about recession
Source: Mike Z.
15 Aug 2024
$SBUX Starbucks replaces CEO Laxman Narasimhan with $CMG Chipotle CEO Brian Niccol
$CMG Chipotle's stock is up 773% since Brian Niccol became CEO in March 2018 Just 9 S&P 500 stocks have performed better than $CMG since March 2018 $SBUX must have paid him the star bucks... Source: Stocktwits
15 Aug 2024
Value investor Seth Klarman cuts his stake in Alphabet and buys Humana
Source: Bloomberg
14 Aug 2024
Cathie Wood goes on a dip-buying spree
Source: Bloomberg
13 Aug 2024
There's the rest of the market .. and then there's $NVDA
Source: Markets & Mayhem
13 Aug 2024
On average with the 4-year cycle... the next few months are sideways at best...
Source: Grant Hawkridge
12 Aug 2024
The cost to hedge a 10% drop in the S&P 500 $SPY is hovering at roughly its highest point since October 2023
Source: Bloomberg, Barchart
