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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - 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[meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 18 Dec 2023 - - - #### The Magnificent 7 have a higher weighting in the MSCI World Index than all of the stocks in the UK, China, France and Japan combined Source: MSCI AllSpring Global Investments [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The Magnificent 7 have a higher weighting in the MSCI World Index than all of the stocks in the UK, China, France and Japan combined](https://blog.syzgroup.com/hubfs/1702879500973.jpg) ![The Magnificent 7 have a higher weighting in the MSCI World Index than all of the stocks in the UK, China, France and Japan combined](https://blog.syzgroup.com/hubfs/1702879500973.jpg) 18 Dec 2023 - - - #### The average market strategist's 2024E S&P 500 target is 4837 with EPS of $237 for a return of 2.5% (excluding dividends) and a P/E of 20.4 Source: Julian Klymochko [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The average market strategist's 2024E S&P 500 target is 4837 with EPS of $237 for a return of 2.5% (excluding dividends) and a P/E of 20.4](https://blog.syzgroup.com/hubfs/1702843407938.jpg) ![The average market strategist's 2024E S&P 500 target is 4837 with EPS of $237 for a return of 2.5% (excluding dividends) and a P/E of 20.4](https://blog.syzgroup.com/hubfs/1702843407938.jpg) 18 Dec 2023 - - - #### Quartr just created this infographic that illustrates the 12 largest luxury companies by market cap Four fun facts: → $LVMH's market cap is 50% larger than the bottom 10 companies \*combined\*. → $RMS is by far the largest single-brand company on the list, 3.5x the size of $RACE for example. → Despite owning 10+ brands including iconic maisons such as Gucci, Saint Laurent, and Bottega Veneta, $KER's revenue is "only" ~€20B, compared to Hermès' \>€13B. → Tiffany & Co. got acquired by LVMH during the pandemic at a $16B valuation, which would place them at #7 on this list. Source: Quartr Activate to view larger image, [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Quartr just created this infographic that illustrates the 12 largest luxury companies by market cap](https://blog.syzgroup.com/hubfs/1702833635476.jpg) ![Quartr just created this infographic that illustrates the 12 largest luxury companies by market cap](https://blog.syzgroup.com/hubfs/1702833635476.jpg) 18 Dec 2023 - - - #### The pain trade in one chart: Most shorted US stocks gained 11.3% this week. Performance YTD now on par w/S&P 500 Source: Bloomberg, HolgerZ [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The pain trade in one chart: Most shorted US stocks gained 11.3% this week. Performance YTD now on par w/S&P 500](https://blog.syzgroup.com/hubfs/1702833268439.jpg) ![The pain trade in one chart: Most shorted US stocks gained 11.3% this week. Performance YTD now on par w/S&P 500](https://blog.syzgroup.com/hubfs/1702833268439.jpg) 14 Dec 2023 - - - #### The Fed just triggered the biggest stock-buying program since Nov 2022... Source: Bloomberg, www.zerohedge.com [#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The Fed just triggered the biggest stock-buying program since Nov 2022...](https://blog.syzgroup.com/hubfs/1702510235974.jpg) ![The Fed just triggered the biggest stock-buying program since Nov 2022...](https://blog.syzgroup.com/hubfs/1702510235974.jpg) 13 Dec 2023 - - - #### The Nasdaq 100 total return index closed at a new all-time high yesterday for the first time since December 27, 2021 (715 days) S&P 500 total return index is 3 bps away from a new all-time closing high. Source: Charlie Bilello [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The Nasdaq 100 total return index closed at a new all-time high yesterday for the first time since December 27, 2021 (715 days)](https://blog.syzgroup.com/hubfs/1702452247281.jpg) ![The Nasdaq 100 total return index closed at a new all-time high yesterday for the first time since December 27, 2021 (715 days)](https://blog.syzgroup.com/hubfs/1702452247281.jpg) 13 Dec 2023 - - - #### 10 Timeless Stock Picking Lessons Investment Books (Dhaval) [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) ![10 Timeless Stock Picking Lessons](https://blog.syzgroup.com/hubfs/1702399860925.jpg) ![10 Timeless Stock Picking Lessons](https://blog.syzgroup.com/hubfs/1702399860925.jpg) 12 Dec 2023 - - - #### The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high When a trade becomes this crowded, how long until things reverse course? Source: Rosenberg Research [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high](https://blog.syzgroup.com/hubfs/1702333206319.jpg) ![The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high](https://blog.syzgroup.com/hubfs/1702333206319.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/291) [290](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/290) [291](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/291) [292](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/292) [293](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/293) [294](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/294) [❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/293) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/312?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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