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
- tech
- nvidia
- earnings
- Forex
- oil
- Real Estate
- bank
- Volatility
- nasdaq
- FederalReserve
- apple
- emerging-markets
- magnificent-7
- Alternatives
- energy
- switzerland
- sentiment
- trading
- tesla
- Money Market
- russia
- France
- ESG
- assetmanagement
- Middle East
- UK
- microsoft
- ethereum
- meta
- amazon
- bankruptcy
- Industrial-production
- Turkey
- china
- Healthcare
- Global Markets Outlook
- recession
- africa
- brics
- Market Outlook
- Yields
- Focus
- shipping
- wages
BREAKING: There are now a record 299,000 new homes for sale in the Southern US states, according to Reventure.
This is even higher than in 2006, a year before the housing market crash began. The number of new houses for sale in the South has nearly DOUBLED in just 4 years. Meanwhile, new home sales have officially dropped below pre-pandemic levels for the first time. It would take ~9 months current new inventory to sell if it sold at the current pace without new inventory coming to the market, 2nd longest duration since 2009. Source: The Kobeissi Letter, Reventure
S&P500 concentration at the highest level in at least 60 years: 5 largest stocks within S&P 500 = 28.99%
As mentioned by Jim Bianco: The risk of the current S&P500 concentration is that one day the opposite happens: five stocks could kill the index funds while everything else outperforms... "Restated, one buys an index fund to get diversification. But with record concentration, they are not getting it". Source: Bianco Research
Investing with intelligence
Our latest research, commentary and market outlooks