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11 Jul 2025

German long-term bond yields keep rising.

The yield on 30y Bunds has reached 3.23% — nearing its highest level in 14 years. Source: HolgerZ, Bloomberg

11 Jul 2025

*BITCOIN HITS $118,000 - NEW ALL TIME HIGH VERSUS DOLLAR Understand what is really happening here.

Source: Spencer Hakimian @SpencerHakimian

11 Jul 2025

Nvidia is now worth the same as Google and Meta combined.

Source: Carbon Finance @carbonfinancex

11 Jul 2025

A staggering $7.4 Trillion is now sitting in Money Market Funds, a new all-time high 🚨🚨

Source: Barchart

11 Jul 2025

Nvidia's market capitalization exceeds Germany's by nearly $1 trillion.

The size and success of this giant, and the other US tech behemoths, underscores how much the AI trade can overwhelm the market's response to week-to-week fluctuations in economic data and policy headlines - Lisa Abramowicz @lisaabramowicz1 on X, Bloomberg

11 Jul 2025

All-time Highs

S&P 500: All-time high NASDAQ: All-time high BITCOIN: All-time high GOLD: All-time high HOME PRICES: All-time high Time for the Fed to cut rates... Source: Geiger Capital

10 Jul 2025

To put $4 trillion in perspective...

Nvidia’s $NVDA market cap is now larger than the GDP of some huge countries Source: Blossom @meetblossomapp

10 Jul 2025

ARK Innovation ETF

- 19 consecutive months of net OUTFLOWS - SHORT INTEREST at new all-time highs - Price hitting new multi-year highs What if inflows start to come back and the shorts are forced to cover? Source chart: J-C Parets

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