6 Aug 2025
Update on the short squeeze...
The 100 most heavily shorted stocks in the Russell 3,000 are now up 66.5% since the 4/8 low versus 29% for all stocks and 14% for the 100 least shorted. Source: Bespoke
4 Aug 2025
The german stockmarket’s brief comeback (as a percentage of world's market cap) appears to be over – at least for now.
The surge in US big tech stocks, the underperformance of German equities, and a weakening Euro have pushed Germany’s share of global stock market capitalization down to 2.2%, from 2.4% in May. Source: HolgerZ, Bloomberg
4 Aug 2025
Market expectations for rate cuts this year have been quite volatile
We could gain more clarity on this at the upcoming Jackson Hole Symposium (August 21-23), or soon thereafter. Source: Bloomberg. Mo El Erian
30 Jul 2025
Cattle Price jumps to new all-time 🚨📈🐮
Source: Barchart
30 Jul 2025
Bitwise says "stablecoins are going parabolic"
Source: Bitwise
29 Jul 2025
Less than 50% of european equities sectors are reporting positive YoY EPS growth
Source: MacroMicro
25 Jul 2025
$PLTR trailing P/E: 336x
Source: Trend Spider
25 Jul 2025
Penny stock trading is through the roof right now
Source: Mike Zaccardi, CFA, CMT, MBA, Goldman Sachs
