Straight from the Desk

Syz the moment

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

26 Mar 2025

I think I already found my chart of the week...

The black line shows Total known Gold ETF Holdings while the brown line represents the Gold spot price. The ETF crew has finally woken up, but paper gold has a long way to go to catch up to physical buyers, who after the 2022 weaponization of the dollar are mostly central banks. Source: zerohedge

25 Feb 2025

Gold ETFs drew largest weekly inflow since March 2022, says WGC

Physically backed gold exchange-traded funds (ETFs) registered the largest weekly inflow since March 2022 last week, data by the World Gold Council (WGC) showed on Monday. Gold ETFs store bullion for investors and account for a significant amount of investment demand for the precious metal, which hit a record high of $2,956.15 per troy ounce on Monday. Gold ETFs saw an inflow of 52.4 metric tons worth $5 billion last week, the largest amount since the first week of March 2022, when global markets were grappling with immediate consequences of Russia's invasion of Ukraine. This raised their total holdings by 1.6% to 3,326.3 tons, the largest since August, 2023. The U.S.-listed funds led the inflow last week with 48.7 tons. For comparison, in January they saw an outflow of 6.3 tons. source : reuters

14 Feb 2025

It's been awhile since the US S&P500 $SPY has been in the bottom half of country ETF performance.

That's where it is YTD though. Europe has been flying in 2025. Source: Bespoke

13 Feb 2025

NEW: Spot bitcoin ETFs have bought 50,095 bitcoin while miners have only mined 18,678 new bitcoin in 2025

Source: Bitwise

10 Feb 2025

🚨CRYPTO ADOPTION 43% FASTER THAN MOBILE PHONES, 20% FASTER THAN INTERNET

Crypto has hit 300M users in just 12 years—43% faster than mobile phones and 20% faster than the internet, per BlackRock. Younger generations, inflation fears, and Trump’s pro-crypto stance are fueling the surge. With bitcoin ETFs projected to hit $250B and regulatory wins piling up, crypto’s mainstream takeover is accelerating. Source: BlackRock thru Mario Nawfal on X

7 Feb 2025

Trump is going to launch a Bitcoin Plus ETF.

Safe to say first-ever POTUS ETF issuer. Source: Eric Balchunas, Bloomberg

30 Jan 2025

S&P 500 ETF $SPY short interest has fallen near its lowest level in the last 14 years 🚨

Source: Barchart

27 Jan 2025

Bitcoin ETFs bought $4.2 BILLION bitcoin in the last 7 trading days.

$150b annual run rate... That's almost 4x the 2024 inflows. Source: Bitcoin Archive

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