15 Jun 2026
Cybersecurity stocks are up +29.5% YTD while software has barely broken even
Source: Hedgeye
15 Jun 2026
Tough to be bearish when you see such a chart...
Of course, these are estimates and they need to be met. Source: 3fourteeenresearch
15 Jun 2026
Swiss National Bank's $173B Portfolio
Source: The Market Mind
15 Jun 2026
The largest IPO ever was a huge success.
Thousands of jobs were created. Countless new millionaires were minted. And Small-cap stocks just hit new 52-week highs relative to Large-caps. Source: J-C Parets
12 Jun 2026
BCA finds that a surge in IPO activity is historically associated with weaker forward S&P 500 returns and less multiple expansion.
Source: BCA Research
12 Jun 2026
What a day for semiconductors
Source: Finviz
12 Jun 2026
"The relationship between what the US government's debt is doing and stock prices has flipped in a big way. In fact, this is the most extreme yields-stocks relationship this entire market cycle."
Source: Daily Chartbook
12 Jun 2026
South Korea’s KOSPI just exploded almost +8%, making it one of the biggest rallies in the index’s history.
Over ₩600,000,000,000,000 ($400+ BILLION) was added to South Korea's stock market on hopes for an end to the Middle East conflict. A buy-side sidecar was triggered shortly after the market opened. Source: Bull Theory
