Daily Chartbook

Daily Chartbook

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Daily Chartbook

"Top = Bitcoin with an undercut retest after a breakdown. Bottom = Bitcoin relative to S&P 500 (BTC/SPY). BTC/SPY retested the breakdown zone, got rejected and made new lows. I’m wary that BTCUSD will do the exact same here" @CalebFranzen

Daily Chartbook

"In the past 20 years, private markets have evolved from a niche investment class into an approximately $16 trillion industry." -Citi Group h/t @TheStalwart

Daily Chartbook

"Margins tend to decline before recessions which is not what is happening now." @andrea_cicione @Daniel_VonAhlen @TS_Lombard

Daily Chartbook

The number of companies citing "recession" on earnings calls has collapsed: from 124 in Q1 to just 16 in Q2 (with 90% reported). via @FactSet

Daily Chartbook

"It takes 1.55 employees for S&P 500 companies to generate a whopping $1 million dollars of revenue today ... In 1991, to generate that same $1 million of (inflation-adjusted, don’t come at me) revenue, it took 2.46 employees." @mattcerminaro

Daily Chartbook

"The market is now pricing for ~106 bps of rate cuts (or more than four 25 bps cuts), far above the 2 cuts communicated by the Fed." @AugurInfinity

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