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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 8 Oct 2026 - - - #### Ratio of $RSP (equal-weighted S&P 500) to $SPY (market-cap weighted S&P 500) just hit a new all time low Source: zerohedge [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Ratio of $RSP (equal-weighted S&P 500) to $SPY (market-cap weighted S&P 500) just hit a new all time low](https://blog.syzgroup.com/hubfs/1791436006381.jpg) ![Ratio of $RSP (equal-weighted S&P 500) to $SPY (market-cap weighted S&P 500) just hit a new all time low](https://blog.syzgroup.com/hubfs/1791436006381.jpg) 7 Oct 2026 - - - #### Yesterday, Nvidia just hit a new all time high of $243 for the first time in history. If you invested $10,000 in $NVDA at the bottom of the 2002 market crisis, you'd have about $43 million today. Source: Bull Theory [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Yesterday, Nvidia just hit a new all time high of $243 for the first time in history.](https://blog.syzgroup.com/hubfs/1791316124044.jpg) ![Yesterday, Nvidia just hit a new all time high of $243 for the first time in history.](https://blog.syzgroup.com/hubfs/1791316124044.jpg) 7 Oct 2026 - - - #### Nvidia could buy back ~20% of its market cap by 2030 because every AI dollar eventually becomes a GPU, a network switch or a system and Nvidia sells all three. What’s even more wild is capex was under 4% of FCF last quarter making this one of most capital efficient infrastructure businesses ever built. Source: Shay Boloor [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia could buy back ~20% of its market cap by 2030 because every AI dollar eventually becomes a GPU, a network switch or a system and Nvidia sells all three.](https://blog.syzgroup.com/hubfs/1791316598131.jpg) ![Nvidia could buy back ~20% of its market cap by 2030 because every AI dollar eventually becomes a GPU, a network switch or a system and Nvidia sells all three.](https://blog.syzgroup.com/hubfs/1791316598131.jpg) 7 Oct 2026 - - - #### Being right about a crash once doesn’t make you right about markets forever. Peter Lynch said it best: “Far more money has been lost by investors trying to anticipate corrections, than has been lost in corrections themselves.” Michael Burry’s 2008 call was legendary. But spotting a crisis and compounding wealth over decades require different skills. One rewards a bold contrarian bet. The other demands patience, discipline—and the ability to change your mind. Permanent pessimism can sound sophisticated. It can also carry a huge opportunity cost. 📈 You don’t need to predict every correction to build wealth. You need a strategy that survives them. Source: Oguz Erkan [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Being right about a crash once doesn’t make you right about markets forever.](https://blog.syzgroup.com/hubfs/1791351297900.jpg) ![Being right about a crash once doesn’t make you right about markets forever.](https://blog.syzgroup.com/hubfs/1791351297900.jpg) 7 Oct 2026 - - - #### The equal weight S&P 500 (in blue) is underperforming the S&P 500 (in orange) by the largest margin in more than 24 years. The last time this happened was the dot-com boom, when the S&P 500 outperformed equal weight by about 68%. Now in the AI boom, the S&P 500 is outperforming equal weight by about 52% and the gap is still widening. Source: Bull Theory [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![The equal weight S&P 500 (in blue) is underperforming the S&P 500 (in orange) by the largest margin in more than 24 years.](https://blog.syzgroup.com/hubfs/1791381653827.jpg) ![The equal weight S&P 500 (in blue) is underperforming the S&P 500 (in orange) by the largest margin in more than 24 years.](https://blog.syzgroup.com/hubfs/1791381653827.jpg) 6 Oct 2026 - - - #### How Warren Buffett Quickly Reads Financial Statements A simple rule-of-thumb framework Source: Brian Feroldi, Compounding Resourcesshared by Brian Feroldi [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![How Warren Buffett Quickly Reads Financial Statements](https://blog.syzgroup.com/hubfs/1791140616728.jpg) ![How Warren Buffett Quickly Reads Financial Statements](https://blog.syzgroup.com/hubfs/1791140616728.jpg) 6 Oct 2026 - - - #### The Ratio of Technology stocks to the S&P 500 has never been higher... Source: Charlie Bilello [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The Ratio of Technology stocks to the S&P 500 has never been higher...](https://blog.syzgroup.com/hubfs/1791232475930.jpg) ![The Ratio of Technology stocks to the S&P 500 has never been higher...](https://blog.syzgroup.com/hubfs/1791232475930.jpg) 6 Oct 2026 - - - #### The market is facing on competing narratives of strong growth and earnings versus tightening financial conditions The market is facing on competing narratives of strong growth and earnings versus tightening financial conditions, leaving traders concentrating risk in ever-narrower pockets as equity breadth worsens. Yesterday was the 15th straight day of more new lows than new highs for the sp500 index... Source: Bloomberg, zerohedge [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![The market is facing on competing narratives of strong growth and earnings versus tightening financial conditions](https://blog.syzgroup.com/hubfs/1791236300023.jpg) ![The market is facing on competing narratives of strong growth and earnings versus tightening financial conditions](https://blog.syzgroup.com/hubfs/1791236300023.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/3) [2](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/6) [❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/5) [❯❯](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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