Today's topics include mounting losses for retail crowd in 0DTE options, Credit Suisse details their rough quarter, insider purchases, low tax receipts push debt ceiling x-date closer, gold & the dollar, central banks' balance sheets propping up stocks, hedge funds betting on higher rates, commercial real estate weighing down on banks, and Bitcoin's next halving roughly one year away
Today's topics include the hottest investment right now!, market returns after Fed stops hiking,banks can no longer rely on 0% deposit rates, regulating midsized banks the same as large banks, social media can create a bank run, be careful reading too much into CDS prices, breaking down unemployment claims, ETFs & bond market liquidity, stock vs. flow, and the lawsuit on AT1 bond wipeout begins
The Fed's interest expenses exploded higher in 2022. They have been operating at a loss since September and might not return to profitability until 2026.
Based on different consumption baskets, middle-income households have experienced sharper rises in inflation relative to high-income households for decades.
Tech stocks outperformed non-tech stocks as much as 21.88% this year, setting a level of outperformance not seen since January 2003.
Houses sold at a median $217 per square foot in March, down from $231 per square foot in May 2022. However, this is still roughly $55 higher per square foot than pre-pandemic levels. Interestingly, list prices per square foot (green) are creeping higher once again.
Gas prices to transact on Ethereum's blockchain have been above average over the last several weeks. In turn, more ETH is being burned and circulating supply has turned lower.
ETFs represent an important part of equity markets, allowing everyday investors to capture different types of market strategies with just one investment and minimal fees. These are most often passive investments (allocators), yet active ETFs (traders) have become more common in recent years.
A long-term look at inflation-adjusted crude oil prices
Some interesting charts from our recent posts