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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) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [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 5 Dec 2023 - - - #### Peak Big Tech? Nvidia insiders unload shares after 220% AI rally: Insiders sold or filed to sell about 370,000 shares last month worth ~$180mln. Zuckerberg sells 1st Meta shares in 2 years after 172% surge. Meta co-founder unloaded $185mln of stock in November. Meanwhile, Nvidia Corp. executives and directors last month sold or filed paperwork showing they intend to sell roughly 370,000 shares worth about $180 million, according to data compiled by the Washington Service. If all of the shares were sold, it would be the biggest monthly disposal by dollar value in at least six years. Source: Bloomberg, Holger Zschaepitz [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Peak Big Tech? Nvidia insiders unload shares after 220% AI rally:](https://blog.syzgroup.com/hubfs/1701758414413.jpg) ![Peak Big Tech? Nvidia insiders unload shares after 220% AI rally:](https://blog.syzgroup.com/hubfs/1701758414413.jpg) 4 Dec 2023 - - - #### Most important correlation breakdown of 2023, according to BofA: The S&P 500 soared \>19% YTD led by "Magnificent Seven" (now 30% of market cap). Tech stocks hit 100-year relative high (despite global liquidity (G3 Central Bank Balance sheet) -$1.8tn. [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Most important correlation breakdown of 2023, according to BofA:](https://blog.syzgroup.com/hubfs/1701635884755.jpg) ![Most important correlation breakdown of 2023, according to BofA:](https://blog.syzgroup.com/hubfs/1701635884755.jpg) 1 Dec 2023 - - - #### This month will go down as one of the best ever for the S&P 500 Did you know that after previous months that gained \>8% continued strong returns were common? Higher a year later 90% of the time and up 15.8% on average. Source: Ryan Detrick [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![This month will go down as one of the best ever for the S&P 500](https://blog.syzgroup.com/hubfs/1701404214815.jpg) ![This month will go down as one of the best ever for the S&P 500](https://blog.syzgroup.com/hubfs/1701404214815.jpg) 1 Dec 2023 - - - #### The S&P 500 gained 8.9% in November, the 18th biggest monthly advance since 1950. $SPX Source: Charlie Bilello [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The S&P 500 gained 8.9% in November, the 18th biggest monthly advance since 1950. $SPX](https://blog.syzgroup.com/hubfs/1701404146095.jpg) ![The S&P 500 gained 8.9% in November, the 18th biggest monthly advance since 1950. $SPX](https://blog.syzgroup.com/hubfs/1701404146095.jpg) 1 Dec 2023 - - - #### Global Stocks post a gain of almost 9% during November, their best month in 3 years Source: Barchart [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Global Stocks post a gain of almost 9% during November, their best month in 3 years](https://blog.syzgroup.com/hubfs/1701404486016.jpg) ![Global Stocks post a gain of almost 9% during November, their best month in 3 years](https://blog.syzgroup.com/hubfs/1701404486016.jpg) 1 Dec 2023 - - - #### November was truly a month of "bad news" being "good news" for stocks... 'Hard' data (red line) hits a 14-month low as S&P 500 surge back near record highs. Source: Bloomberg, www.zerohedge.com [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![November was truly a month of ](https://blog.syzgroup.com/hubfs/1701405007571.jpg) ![November was truly a month of ](https://blog.syzgroup.com/hubfs/1701405007571.jpg) 1 Dec 2023 - - - #### Contemporary art beats stocks and Basquiat beats apple Since 11/84, Jean-Michel Basquiat has been generating higher annualized return than apple... Source: Chartr [#apple|](https://blog.syzgroup.com/syz-the-moment/tag/apple) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Contemporary art beats stocks and Basquiat beats apple](https://blog.syzgroup.com/hubfs/1701287169211.jpg) ![Contemporary art beats stocks and Basquiat beats apple](https://blog.syzgroup.com/hubfs/1701287169211.jpg) 30 Nov 2023 - - - #### This chart shows that correlation between stocks and long duration bonds remain quite high This is a regime change from previous decade and has implications for portfolio construction. Source: J-C Parets [#Fixed Income|](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![This chart shows that correlation between stocks and long duration bonds remain quite high](https://blog.syzgroup.com/hubfs/1701351665651.jpg) ![This chart shows that correlation between stocks and long duration bonds remain quite high](https://blog.syzgroup.com/hubfs/1701351665651.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/294) [293](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/293) [294](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/294) [295](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/295) [296](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/296) [297](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/297) [❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/296) [❯❯](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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