#NVIDIA is now the world's largest company. Warning! Don't blink when watching this, or you'll miss it. Any thoughts? Music: Past Life Limbo by Dylan Sitts, Epidemic Sounds #Microsoft #Apple

Charlie Munger explains "Greater Fools Theory" to his investors, warning against buying overpriced assets with the hope of selling them to someone else at an even higher price. Have a listen. It's a pretty good explanation. #investing

I know this might sound funny. But it isn't. Just think of the poor kid who lost his paper round job for this innocent mistake.

I’m going to dance by myself like no one is watching… don’t really care if my rhythms off. That sums up the US budget deficit. Watch until the end. Trump, Biden or Harris – it’s just the same old out-of-step boogie. As economist Mohamed El-Erian observes “instead of rebounding

The stock market's "fear gauge" just shot up, showing investors are worried. On 5th August, the VIX hit 38.59 – a massive 182 percent jump in six months. The VIX if you haven't heard about it before represents the implied volatility of the S&P 500. Why did this happen? It's a

Peter Lynch explain what a correction and bear market is. He's one of my favourite investors of all time and I recommend his book... "One Up on Wall Street". Have you read it?

Data visualisation shines in times like these. Last week was a rollercoaster, but we've been on this ride since 16 July 2024 when the rotation actually kicked off. What we're witnessing is a possible rotation out of Mega Techs, primarily from the IT, Communication Services and

The German's hate the digital euro. We'll no surprises there... you might like this Michael A. Arouet Source: Bloomberg, bloomberg.com/news/articles/…

Gold has passed $2,500. I've spend a great deal of time of Barchart watching this one. Here are three reasons why. 1. Central bank purchases: Emerging market central banks, particularly in China and India, have significantly increased their gold reserves to protect themselves

BREAKING NEWS: There's been a big drop in the latest US job figures. The Bureau of Labor Statistics (BLS) has cut its estimate by 818,000 jobs for the year to March 2024. So will there be a interest rate cut in September? Look at what the futures market is pricing, in this data

I took at look at the futures curve for US interest rates this morning. So much has changed since the start of the year. Our perception of what interest rates would be in August and beyond looked so different. Have a watch and interpret the story yourself. Then let me know your

Gold has long been considered a store of value, but does it truly deserve this status?

The S&P 500 has consistently outperformed the Euro Stoxx 50. But what’s driving this? Here are some ideas. 1. Tech Power The US is home to tech giants like Apple, Microsoft, and Amazon – companies that have fuelled massive gains and create the world's first trillion dollar

Wow! NVIDIA reported another blockbuster quarter (no surprises there). Revenue doubled to $30bn, driven by surging AI chip demand. But its share price fell. Just to put this into perspective: revenue is up 122 percent year-on-year, $32.5bn is sales is forecast for next quarter

NVIDIA took a significant hit recently, with its stock dropping nearly 10 percent yesterday and falling another 2 percent today. Here's a dump of all my favourite charts: open.substack.com/pub/eeagli/p/n…

There are now seven US companies in the $1 trillion club. Berkshire Hathaway is the latest – the first not tech firm to join. NVIDIA also briefly overtook Apple in June, but you won't see it here – it's monthly data. But do watch! And watch until the end. I've run this back 28

Wow! Half a century of US dominance. Check out this data visualisation. I guess the question we need to ask is how long will this last? It's not actually an easy question to answer. Even if you take away those seven companies worth over a trillion dollars at the top of the S&P

How do I get rid of the crappy black version of Twitter. Elon Musk you donut stop crappying up Twitter. Bring back Twitter. I'm sick off this garbage X stuff.

To my dearest American friends, we will never forget... “Nulla dies umquam memori vos eximet aevo.” “No day shall erase you from the memory of time”