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20 Aug 2024

"Unprecedented Swing": CTAs To Buy $86BN In Global Stocks This Week, The Most On Record

Source: zerohedge, Goldman

19 Aug 2024

If July is a great month for the Nasdaq, September is not

Source: Bloomberg, zerohedge

16 Aug 2024

$WMT Walmart Q2 FY25 (ending in July):

• Revenue +5% Y/Y to $169.3B ($1.9B beat). • Non-GAAP EPS $0.67 ($0.02 beat). • Walmart US comp sales +4%. • E-commerce +21% Y/Y. • Advertising +26% Y/Y. FY25 Guidance: • Net sales +3.75% to 4.75% Y/Y (0.75% raise). Source: App Economy Insights

15 Aug 2024

Bank of America survey shows continued optimism on Big Techs

Source: Bloomberg

14 Aug 2024

Cathie Wood goes on a dip-buying spree

Source: Bloomberg

13 Aug 2024

There's the rest of the market .. and then there's $NVDA

Source: Markets & Mayhem

12 Aug 2024

After posting its worst and best day in over a year, the S&P 500 just closed the week down 2 POINTS.

That's a 0.04% decline in a week when the $VIX hit 65... Source: The Kobeissi Letter, Bloomberg

12 Aug 2024

The % of Bulls in the Investors Intelligence Sentiment Index moved down over 17% in the past 2 weeks (from 64.2% to 46.9%)

That's the biggest 2-week % drop in Bulls since the October 1987 crash. Source: Charlie Bilello

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