Gunjan Banerji – X, Released on 6/20/24 Where did all the bears go? Short interest tied to SPY and QQQ is hovering at the lowest levels since at least 2018 —JPM pic.twitter.com/0dBzSv6Pr1 — Gunjan Banerji (@GunjanJS) June 20, 2024
QTR’s Fringe Finance, Released on 6/15/24 Everybody knows it but nobody is giving it any serious consideration: the entire market is being driven by Nvidia, Apple and even GameStop. Continue…
Special Situations Research Newsletter (Jay) – X, Released on 6/15/24 Foreign Holders of US Equities at All-Time Highs pic.twitter.com/khaL8SvXE2 — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) June 16, 2024
Wall Street On Parade, Released on 6/5/24 Kathleen Martin, a former Managing Director at Citigroup’s federally-insured bank, Citibank N.A., has sued the bank and her former boss, Anand Selva, in federal court in Manhattan. Continue…
Game of Trades – X, Released on 5/22/24 The yield curve has been inverted for almost 600 days now This has only happened ONCE since 1920 → In 1929 Which ended up in the Great Depression and big market decline We expect a final rally to occur before recessionary concerns finally kick in later in […]
The Felder Report, Released on 5/17/24 Meme stocks seemingly rose from the dead this week, driven by the return of retail investors. This comes just as the “soft landing” narrative Continue…
Real Investment Advice, Released on 5/17/24 As is always the case, the reversion of excesses will occur. Buffett’s cash hoard suggests that he realizes that such a reversion is not unprecedented. More importantly, he wants to capitalize on it when it occurs. Continue…
Wolf Street, Released on 5/6/24 When the Oracle of Omaha gets dark-ish on stocks at these prices, he isn’t taken seriously, suddenly. It’s only when he hypes stocks that everyone jumps in behind him. Continue…
