Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

8 Aug 2025

An update on the current sp500 bull market vs history

Source: Ryan Detrick

8 Aug 2025

2007: Airbnb was an idea. 2025: $45 million in revenue a day.

Source: Jon Erlichman

7 Aug 2025

Updated Uber Free Cash Flow chart is incredible.

$8.5B and counting! 🤯 $UBER Source: Fiscal.ai

6 Aug 2025

Buffett's 10 investing rules

Source: Invest In Assets @InvestInAssets

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

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks