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25 Jan 2024

Smart money is extremely bearish

Source: Game of Trades

25 Jan 2024

Average 3-month ATM implied volatility (max/min range since 2008)

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25 Jan 2024

There are now 7 comps in the Trillion Dollar Club again. Meta has passed the $1tn mark, and Microsoft is now worth $3tn for the 1st time ever

Note that saudi aramco is the only non-US one Source: Holger Z, Bloomberg

25 Jan 2024

BREAKING: Nvidia, $NVDA, officially hits a record market cap of $1.5 trillion and is now up 27% in 2024

Over the last 3 weeks, Nvidia has added $320 billion in market cap. Since the October 2023 low, Nvidia's market cap is up nearly $600 billion. The stock is also just 6% away from surpassing Amazon as the 5th largest public company in the world. Just 2 years ago, Nvidia had a market cap of $300 billion. Source: The Kobeissi Letter

25 Jan 2024

Total Put/Call Ratio dropped to 0.77 on Friday, one of the lowest levels in the last 2 years

Source: Barchart

25 Jan 2024

EV sales are projected to grow 21% this year to 16.7 million vehicles, with China commanding nearly 60% share in Bloomberg’s outlook

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23 Jan 2024

Luxury goods sector growth to slow down in 2024

Source: FT

23 Jan 2024

The world's top 5 stock markets by market-cap. It has been a one-man show by the US

Note that India is moving into 4th position Source: Bloomberg, Michel A.Arouet

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