Straight from the Desk

Syz the moment

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

2 Dec 2024

🚨 Saudi Arabia's U.S. Treasury Holdings are now the largest in more than 4.5 years

Source: Barchart, Bloomberg

25 Nov 2024

It has been a very quiet year... Can we expect the same in 2025???

Source: Asym 50, RBC

13 Nov 2024

YTD returns

Source: IceCap

13 Nov 2024

Returns since election...

Dogecoin: +120% Coinbase: +65% Tesla: +31% Bitcoin: +28% Banks: +11% Small Caps: +5.9% S&P 500: +3.5% US Dollar: +2.5% --- Long-Term Treasuries: -2.2% International Stocks: -2.9% Gold: -5.3% Oil: -5.4% China: -7.1% Trump Media: -10% Volatility: -28%

12 Nov 2024

FLOWMAGEDON... This is absolutely insane:

1. Tesla, $TSLA, has added $450 billion in 1 month 2. Bitcoin has added $1 trillion over the last 12 months 3. The S&P 500 has added $15 trillion over the last 13 months 4. Gold has added $4.5 trillion over the last 12 months 5. Nvidia, $NVDA, has added $2.4 trillion over the last 12 months 6. The Magnificent 7 have added $9 trillion over the last 4 years We are witnessing one of the greatest runs in stock market history.

6 Nov 2024

Here's how the stock market has performed following the last 11 Presidential elections

Source: Evan @StockMKTNewz

6 Nov 2024

US Election Cheat sheet

Source: Marc Lehman @markflowchatter

6 Nov 2024

📢 Here's the initial stock market reaction Trump victory:

𝗜𝗻𝗱𝗲𝘅𝗲𝘀 S&P 500: +2.1% $SPX $SPY Dow 30: +2.6% $DJI Nasdaq 100: +1.8% $NDX $QQQ Russell 2000: +5.9% $RUT 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗱𝗼𝘄𝗻 👎 Solar Renewable Energy Electric Vehicles (excl. Tesla) Chinese stocks Cannabis 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝘂𝗽 👍 Banks Technology Cryptocurrencies Small caps Most other sectors Source. The Future Investors

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