20 Aug 2025
Stocks and rate-cut expectations have decoupled significantly since the start of the Summer... will they start to move in sync after Jackson Hole ?
Source: zerohedge
20 Aug 2025
Very interesting session in Wall Street yesterday Since 1996, only two other days have seen stronger S&P 500 breadth paired with a bigger loss.
Source: Duality Researchv@DualityResearch
20 Aug 2025
Let's hope that all that capex pays off
Source: @PeterBerezinBCA
20 Aug 2025
What a chart by Brew Markets...
Source: Bloomberg
20 Aug 2025
If you buy individual stocks, you must know how to identify a moat
Source: Brian Feroldi
20 Aug 2025
How to not lose money in the stock market
1: Wait longer Source: Brian Feroldi, BofA
19 Aug 2025
The equity buying spree: Total US ETF and single-stock purchases hit $5.9 billion last week, well above the 52-week average of $2.3 billion.
This lifted the 4-week average of purchases to $2.8 billion. Institutional investors drove the surge, buying $3.7 billion, the 10th-largest weekly amount in at least 17 years. Corporations followed with $1.6 billion in buybacks, while retail investors and hedge funds added $0.4 billion and $0.2 billion, respectively. Individual investors have now bought in 33 of the last 35 weeks. Market sentiment is incredibly strong. Source: The Kobeissi Letter, BofA
19 Aug 2025
You can almost see the "Ex Mag 7" on this chart when looking at the Bloomberg Mag 7's gain of 2,800% since inception in 2015. Almost...
Bloomberg Mag 7 since March 2015: +2,800% Bloomberg 500 Ex Mag 7 since March 2015: +129% Source: Bespoke
