Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- Central banks
- Fixed Income
- bitcoin
- Asia
- geopolitics
- europe
- investing
- Commodities
- gold
- technical analysis
- AI
- Crypto
- Technology
- nvidia
- ETF
- earnings
- Forex
- china
- oil
- Real Estate
- energy
- banking
- Volatility
- magnificent-7
- Alternatives
- apple
- emerging-markets
- switzerland
- tesla
- United Kingdom
- Middle East
- amazon
- assetmanagement
- microsoft
- russia
- ethereum
- ESG
- meta
- Industrial-production
- bankruptcy
- Healthcare
- Turkey
- Global Markets Outlook
- africa
- Market Outlook
- brics
- performance
July Nasdaq seasonals were great. September's are not.
Source: zerohedge
Belated "Nixon closing the gold window anniversary" post
SPX priced in gold (blue) v. SPX priced in USD (red) since August 1971 when Nixon closed the gold window. Source: Luke Gromen @LukeGromen
People who bought Palantir last week
(Palantir has officially entered bear market territory). Source: Not Jerome Powell
Another day of rotation out of tech
Source: Daily sp500 heat map by Finwiz
Since the April 8 low, the SP500 has rallied by 30%.
This is powered by a 50% surge in Mag7 stocks, while the rest of the S&P 500 members gained 21%. Source: Augur Infinity on X
On this day in 2004: Google went public at a valuation of $23 billion.
Today, it’s worth $2.5 trillion. Source: Jon Erlichman @JonErlichman on X
Investing with intelligence
Our latest research, commentary and market outlooks

