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11 Jun 2024

Foreign investors are piling into US markets:

Foreign holdings of US securities have hit ~$27 trillion in 2023, near the all-time highs seen in 2021. Since 2009, foreign investments in US markets have skyrocketed by 180%. This comes after the S&P 500 has gained 573% during this time materially outperforming other markets such as the EU, Canada, and Japan. Meanwhile, foreign investors’ share of the $78 trillion US equity market has risen to ~17%, an all time record. Source: Bloomberg, The Kobeissi Letter

5 Jun 2024

India’s stock markets erase $371 billion after ruling BJP falls short of election expectations

India’s markets saw their largest one-day loss in four years after the electoral performance of Prime Minister Narendra Modi’s ruling Bharatiya Janata Party fell short of expectations. The All India Market Capitalization index, tracked on the Bombay Stock index, dropped over $371 billion on June 4 alone. The losses on Tuesday meant the Sensex index erased all its gains this year in a single day, going from a 5.85% year-to-date gain on Monday to a 0.22% loss position. Source: CNBC https://lnkd.in/df_9zjkZ

5 Jun 2024

JUST IN: BlackRock and Citadel to start a new stock exchange based in Texas that is set to compete against the New York Stock Exchange

Source: Barchart

3 Jun 2024

The $SPX is the most concentrated since 1964.

Restated, it has been 60 years since four stocks have accounted for this big a share of the $SPX. Source: Jim Bianco

31 May 2024

90 years of bull & bear markets:

Source: Invest In Assets 📈

28 May 2024

Friendly reminder that markets are always wrong about future Fed funds rate.

Source: Michel A.Arouet

15 May 2024

JUST IN: The odds of SEC rejecting Ethereum ETFs by claiming ETH is a security have gone up

Source: Bloomberg's @JSeyff

14 May 2024

Gamestop $GME is up 110% because Roaring Kitty posted a meme after 3 years of silence. So is this garbage???

Source: Geiger Capital

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