Straight from the Desk

Syz the moment

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

7 Jul 2026

*TRUMP: WALMART WILL DROP PRICE FOR GROUND BEEF BY ALMOST 15%

*TRUMP: OTHER RETAILERS SHOULD FOLLOW WALMART'S LEAD Source: zerohedge

6 Jul 2026

The investor who famously called the 2008 financial crisis is making his biggest bet yet.

A market strategist is betting on a 30–40% correction by March 2027, shorting Nvidia, Tesla, Caterpillar, and semiconductor stocks. He argues that AI infrastructure companies have soared while major AI buyers (Microsoft, Amazon, Google, Meta) have seen relatively weak returns, raising valuation concerns. He also points to stretched semiconductor valuations, extreme technical indicators, falling AI token prices, and underestimated depreciation costs. His core argument is that AI enthusiasm has outpaced economic returns, making the sector increasingly vulnerable to a sharp correction.

3 Jul 2026

Switzerland isn't running out of buyers. It's running out of homes.

The national vacancy rate has fallen to just 1.0%, marking the fifth straight annual decline. In prime markets such as Zurich, Geneva, Vaud, and Zug, vacancy is below 0.5%. This isn't a typical property cycle. It's a structural shortage. Strict planning rules severely limit new construction, while population growth continues to fuel demand. Only 48,455 homes remain vacant across the entire country. For foreign buyers, the market is even more restricted. Under Lex Koller, many of Switzerland's most desirable residential areas remain largely off-limits to non-residents. The biggest constraint isn't affordability. It's access. In one of the world's tightest housing markets, owning the right to buy may be more valuable than the property itself. Source: Rémi Berthon Swisseon Swiss Federal Statistical Office / The Luxury Playbook

1 Jul 2026

President Trump earned over $1.4 billion in 2025 from crypto and memecoin-related businesses.

Full Breakdown: 1) Trump meme coin: $635 million 2) World Liberty Financial token sales: $526 million 3) USD1 Stablecoin venture ownership divestment: $196 million 4) Corporate share buyback and stake sale: $65 million 5) Melania NFT business revenue: $6.01 million 6) Ethereum network validator staking rewards: $1.82 million 7) Bitcoin, Ethereum, and USDC token reserves: $125 million Source: Bull Theory

1 Jul 2026

Tesla vs BYD

Source: Khattiya

1 Jul 2026

About AC in Europe...

Source. Rand

30 Jun 2026

World's Most Cash Rich Companies

Source: The Market Mind @Market_Mind_

29 Jun 2026

Samsung, SK Hynix shares fall as investors brace for reported $1.3 trillion spending plans

This is double the previous reports last week of 1,000 trillion won ($650B). Source: Negligible Capital @negligible_cap Bloomberg

Thinking out loud

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

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks