Straight from the Desk

Syz the moment

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

21 Aug 2024

Here's a look at the 30 best performing S&P 500 stocks over the last 20 years since Alphabet $GOOGL IPO'd

NVIDIA $NVDA is on top followed by Apple $AAPL, Netflix $NFLX and then Monster Beverage $MNST. Alphabet ranks 11th just behind Salesforce $CRM. Source: Bespoke

21 Aug 2024

Why you need to invest, in one chart

Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation. At the same time, the SP500 has gained 962% (8% per year) after adjusting for inflation. Source: Charlie Bilello

20 Aug 2024

All eyes on Jackson Hole this week

Looking at historical returns, it is rarely a big deal for markets. Will this time be different? Source: The Transcript

20 Aug 2024

Retail investors are all in

Retail investors' inflows into U.S. stocks jumped over the last 2 weeks to their highest levels in at least 12 months. Aggregate net retail 5-day moving average purchases have more than DOUBLED in a month and hit~$1.7 billion last week. This comes after the S&P 500 fell ~7%, providing what proved to be a buying opportunity. Following the inflows, the S&P 500 surged over 8% from its low and is now 1.5% away from a new all time high. The risk appetite for stocks is still strong. Source: FT, The Kobeissi Letter

19 Aug 2024

A person who invested $10k in the S&P 500 $SPY in 1993 would have faced:

• Asian Crisis, 1997 • Dotcom bubble, 2000 • GFC, 2007 • EU debt crisis, 2010 • Global pandemic, 2020 • Numerous recessions Yet, their initial investment would be worth $195k today (10% CAGR). Source: @KoyfinCharts

16 Aug 2024

The VIX is now LOWER than it was before August 1st.... what a round trip...

Source: TradingView

16 Aug 2024

After escaping a black Monday (and the 2nd largest surge in the vix ever) over a week ago, the S&P 500 $SPX is only 2.2% away from all-time highs

Source: Barchart

16 Aug 2024

BREAKING 🚨 The S&P 500 has added nearly $4 TRILLION in market cap since the August 5th bottom

That's $4 trillion in 9 trading days or $444 billion PER TRADING DAY since August 5th. Source: The Kobeissi Letter

Thinking out loud

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

Please note that you can unsubscribe at any time by clicking on the link in the footer of our newsletters

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks