Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

25 Mar 2024

Great visual by Quartr ->

Agriculture equipment giant $DE may appear boring at first glance. Under the hood lies a complex and fascinating entity with a rich 187-year history, leveraging cutting-edge chips, sensors, and autonomy technology. $DE has grown its EPS at a 11.7% CAGR, or 38x, since 1990

25 Mar 2024

Tech Stocks are trading at all-time highs relative to the SP500, even surpassing the peak of the Dot Com bubble...

Source: BofA, Bar chart

22 Mar 2024

If one ignores dividends gold has been able to keep up with equities since Nixon ended things in 1971.

Source: Michel A.Arouet, Bloomberg

22 Mar 2024

Here are the Equally-weighted Nasdaq100 and S&P500.

If these two are above their former cycle highs, it's hard to be too bearish on this market. Source: J-C Parets

22 Mar 2024

us households equity allocation is at record high

Source: Goldman Sachs

21 Mar 2024

At 5,215, the S&P 500 is already 7.3% above the average 2024 year-end price target from Wall Street strategists (4,861). $SPX

Source: Charlie Bilello

21 Mar 2024

all-time high my friends !

Source: Not Jerome Powell

19 Mar 2024

A little History in a Chart.

Green=Bull Markets 🐂 Red=Bear Markets 🐻 source : bespoke

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks