Syz the moment

Don't fight the Fed, or the White House Investing alongside Trump's tweets and White House moves ("White House basket") has returned about 75% since the start of his term, versus roughly 20% for the S&P 500, led by Intel and USA Rare Earths, found @psarofagis. Note: Tuttle has been trying to ETF-ize this strategy in the Government Grift ETF but no exchange will list it because it too controversial (?) Source: Eric Balchunas on X

Source: Justin Banks

Source: Charlie Bilello

While Taiwan’s $977 billion economy is less than a quarter of the UK’s $4.3 trillion, last week Taiwan overtook the UK in stock market capitalization at $4.14 trillion, making it the world’s seventh largest, according to data compiled by Bloomberg showing the combined value of companies with a primary listing on the island. The UK’s market was valued at around $4.09 trillion. Source: Bloomberg, Neil Sethi

It seems that SK Telecom ($SKM) offers stronger exposure to Anthropic than Zoom ($ZM) due to a larger and more valuable stake. SKM owns ~1.07% versus ZM’s ~0.6%, making its holding worth about $8.6B vs. $4.8B at an $800B valuation. As a result, Anthropic represents a much bigger portion of SKM’s valuation. Investors effectively get more Anthropic exposure per share with SKM, while its core business appears undervalued. Despite recent gains, SKM is still seen as a better proxy for Anthropic ahead of a potential IPO. Source: Negligible Capital

This share has more than QUADRUPLED over the last 4 years. The percentage is nearly TWICE as high as during the 2000 Dot-Com Bubble peak. Meanwhile, the Semiconductor ETFs, $SOXX, and $SMH are up 33% and 24% year-to-date, respectively. Source: Global Markets Investor, Topdown Charts, LSEG

He opened a new 3.5% position in PayPal $PYPL at $49.38 yesterday And is adding Salesforce $CRM and MSCI $MSCI this morning, per his Substack. His recent purchases: • PayPal $PYPL • Fiserv $FISV • Adobe $ADBE • Autodesk $ADSK • Veeva $VEEV Source: Michael Burry Stock Tracker

Source: zerohedge