Straight from the Desk

Syz the moment

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

8 Apr 2024

Top Companies by Revenue - Now vs. 3 Decades Ago

Source: Visual Capitalist thru Win Smart

5 Apr 2024

Below the relative chart of oil ETF $USO vs. S&P 500 ETF $SPY and the relative chart of oil stocks XLE vs. S&P 500 ETF $SPY.

Both just hit a 4.month relative high Source: J-C Parets

27 Mar 2024

What are the biggest shorts?

Microstrategy $MSTR is one of the biggest shorts in the entire US market. Nvidia $NVDA is currently leading the pack. Source: Bloomberg

27 Mar 2024

A contrarian idea on us small caps?

=> FUNDSTRAT: “.. Our top idea for 2024 is small-caps, where we see at least 50% upside .. Russell 2000 companies are set to grow .. faster than the $SPX .. Valuations are far more attractive .. when CEO confidence recovers, we also see the low valuations as setting the stage for synergistic M&A ..” Source: Carl Quintanilla, Fund strat

27 Mar 2024

Global equity risk premium are now at the lowest since 2008.

Source: Mike Zaccardi

26 Mar 2024

FT: 'Peter Thiel, Jeff Bezos and Mark Zuckerberg are leading a parade of corporate insiders who have sold hundreds of millions of dollars of their companies' shares this quarter

In a signal that recent stock market exuberance could be peaking. https://t.co/lFp5iOD53j Source: FT Activate to view larger image,

25 Mar 2024

Returns on different types of luxury goods have ranged from 8% to 280% over the last 10 years, compared to 158.1% for the S&P 500.

However , only one has outperformed the S&P 500 in terms of 10-year returns: Rare whiskey🥃, boasting an impressive 280% return. Source: Genuine Impact

25 Mar 2024

Small speculators in stock indexes have reached their most bullish net position ever.

Source: WinSmart

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Please note that you can unsubscribe at any time by clicking on the link in the footer of our newsletters

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks