Straight from the Desk

Syz the moment

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

16 Jun 2026

Nvidia

Source: Investing.com

15 Jun 2026

If you were looking for cross-assets correlation... Below chart is Hyperscalers vs token prices...

Source: Bloomberg, zerohedge

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

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