Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- Bonds
- sp500
- Asia
- Central banks
- markets
- bitcoin
- technical analysis
- investing
- inflation
- interest-rates
- europe
- Crypto
- Commodities
- geopolitics
- performance
- gold
- ETF
- AI
- nvidia
- tech
- earnings
- Forex
- Real Estate
- oil
- bank
- Volatility
- nasdaq
- FederalReserve
- apple
- emerging-markets
- magnificent-7
- Alternatives
- energy
- switzerland
- sentiment
- trading
- tesla
- Money Market
- russia
- France
- ESG
- UK
- assetmanagement
- Middle East
- microsoft
- ethereum
- meta
- amazon
- bankruptcy
- Industrial-production
- Turkey
- china
- Healthcare
- Global Markets Outlook
- recession
- africa
- brics
- Market Outlook
- Yields
- Focus
- shipping
- wages
BREAKING: Polymarket’s prediction markets now show Donald Trump nearly 9 percentage points ahead of Kamala Harris.
This is nearly his largest lead since Kamala Harris entered the election. Source: The Kobeissi Letter on X
🚨 US INSIDERS ARE STOPPING BUYING THEIR COMPANIES' STOCKS🚨
US firms' executives purchased $2.3 billion worth of stock year-to-date, THE LEAST since 2010. To put this into perspective, during the COVID CRASH in 2020 they bought $1.3 billion in one month Source: Global Market Investors
$GOOGL's share of the U.S. search ad market is expected to drop below 50% next year for the first time in over a decade, according to eMarketer.
TikTok is already targeting ads based on search queries, and AI startup Perplexity, backed by Jeff Bezos, is planning to roll out ads soon. Meanwhile, Amazon, with a 22.3% share, continues to grow fast. The competition is heating up... Source: WSJ thru Wall Street Engine
Financial statement red flags.
Nice summary by @safalniveshak thru Brian Feroldi
Out of the 25 world leaders included in a release by Morning Consult
Only eight can currently claim positive net approval ratings - meaning that more people in their country approve of them than disapprove. The exceptions are Prime Ministers Narendra Modi, Anthony Albanese, Dick Schoof, Simon Harris and Donald Tusk of India, Australia, the Netherlands, Ireland and Poland, respectively, as well as the presidents of Mexico, Argentina and Switzerland, Andrés Manuel López Obrador, Javier Milei and Viola Amherd. Source: Statista
OUCH! Harvard's once-leading endowment fund has become not-so-smart money, as two decades of poor returns leave it firmly behind peers.
Over the past 20yrs, the 8.8% annualized return for Harvard’s endowment ranked 7th of the 8 Ivy League universities and lagged 60% of university funds w/>$5bn under management. Harvard’s 10 year return trailed 80%. Source: HolgerZ, Bloomberg
Investing with intelligence
Our latest research, commentary and market outlooks