Straight from the Desk

Syz the moment

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

16 Feb 2026

The "Feel good story of the day".

If you invested $10,000 in Beyond Meat in 2021, today you would have $41. The stock was as fake as the meat. Source: Brew Markets @brewmarkets Wall Street Mav

16 Feb 2026

Three silent killers of bull markets.

"The investor's chief problem - and even his worst enemy - is likely to be HIMSELF" - Ben Graham Nice visual by @safalniveshak

13 Feb 2026

Fear has returned to the Stock Market

Source: Barchart

13 Feb 2026

Anthropic has raised $30bn from investors including GIC, Coatue, Founders Fund and Nvidia

reaching a $350bn pre-money valuation ahead of a potential IPO. Founded in 2021 by former OpenAI researchers, the company focuses on enterprise AI tools. About 80% of its $14bn revenue run rate comes from business clients. Its Claude Code product has gained strong adoption, with over 500 customers spending more than $1mn annually. Source: Financial Times

10 Feb 2026

J.P. Morgan in 1912: "Gold is money. Everything else is credit."

Source: Barchart

10 Feb 2026

GS: "We forecast 120 IPOs this year and $160 billion in gross IPO proceeds in 2026".

Source: TME

9 Feb 2026

The Swissfranc is holding its breakout to new all-time highs

Source: Sam Gatlin @sam_gatlin J-C Parets

9 Feb 2026

According to the Super Bowl Indicator

it should be noted, has no economic foundation—the Seahawks' win last night suggests that 2026 will be a bullish year for the markets Source: Sam Gatlin Source: Carson

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