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15 Jan 2024

RIP QT

Source: bofA, Ronnie Stoeferle

12 Jan 2024

HOLDRs have been nicely rewarded over the last few years

Source Table: Dan Held

10 Jan 2024

FASTEST easing of Financial Conditions in HISTORY

Source: WinSmart, BofA

10 Jan 2024

Is Taiwan risk the biggest risk for the economy and financial markets in 2024? See below a scary chart by Bloomberg

Source: Bloomberg

10 Jan 2024

Speculators have built the largest nasdaq long position in history according to CFTC data

Positioning remains a short-term issue for equity markets. Source: Barchart

10 Jan 2024

The Magnificent Seven have a larger market cap than any country's entire stock market except the US

Source: Barchart

10 Jan 2024

Nvidia, $NVDA, has already added another $130 billion of market cap in 2024 and we're only 6 trading days in

Since its low in October 2022, $NVDA has officially added $1 TRILLION in market cap. As of today, the stock is officially up 400% from its 2022 lows. In 2 years, Nvidia has gone from barely being a top 30 company by market cap to being the 6th largest public company in the world. Source: The Kobeissi Letter

9 Jan 2024

The average price of a used Tesla has declined 18 months in a row

moving from a record high of $67,900 in July 2022 to a record low of $36,661 today (-46%). $TSLA Source: Charlie Bilello

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