INTELRUNNER

🇺🇸 S&P 500 Historical Performance Post Jackson Hole

This annual Fed Chairman speech often makes waves.

Powell said this morning that the "shifting balance of risks" to employment and inflation "may warrant adjusting our policy stance."

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INTELRUNNER

🌍 Asking both men & women in Europe: would you fight for your own country?

The highest in Europe: 🇫🇮 (74%), 🇹🇷 (73%), 🇺🇦 (62%), 🇷🇺 & 🇸🇪 (58%)

The lowest in Europe: 🇳🇱 (15%), 🇩🇪 (18%), 🇧🇪 (19%), 🇮🇹 (20%), 🇪🇸 (22%)

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6 views16:06

INTELRUNNER

🇺🇸 JPMorgan’s market cap surpasses the combined value of Citigroup, Bank of America, and Wells Fargo. 📈 CHART WATCH 📈

🇺🇸 The Invesco KBW Bank ETF is 20¢ shy of new highs…

The top 3 holdings in $KBWB are massive banks $GS, $JPM, and $MS, but institutions like State Street ($STT) & Capital One ($COF) also make the top 10.

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INTELRUNNER

Bitcoin & Ethereum ETFs now make up about 1.6% of total ETF assets.

Bitcoin is now 2% of all global money…

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INTELRUNNER

Alternative for Deutschland taking the lead in Germany.

🇩🇪 Religion in Germany.

Yet another German map that has this Berlin Wall division, just like the electoral ones.

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INTELRUNNER

🇺🇸 Opendoor Technologies has had a big month, gaining over 600% as of pre-market this morning. Yesterday, $OPEN traded 298% of its market cap, coming close to topping $GME’s 316% on January 25, 2021. 📈 CHART WATCH 📈

🇺🇸 Opendoor Technologies is up 833.5% since July 1st…

$OPEN exploded upwards due to a meme stock frenzy. This may have had something to do with short interest rising from 12 to 21 percent between May 28th & June 30th, a 75% increase.

Shares outstanding are up 16% over the past 3 years, and net income margin has been continually negative. It came in at -5.89% for Q2, which improves up Q2 in 2024 (-8.76%) and Q2 in 2023 (-12.42%).

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4 views20:23

INTELRUNNER

🇺🇸 The revenue of Amazon Web Services ($AMZN) vs. Azure ($MSFT) vs. Google Cloud ($GOOGL)

🇺🇸 Google ($GOOGL) has slid to 48% of search ad revenue (hallelujah), falling from a 60% share as recently as 2018. Amazon ($AMZN), as low as 10% in 2018, has risen to a 24% share today.

Microsoft ($MSFT) is up a few percentage points over this period, reaching 5%, and Apple ($AAPL), also at 5%, went down a few points to get there…

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5 views21:33

INTELRUNNER

Bitcoin is now 2% of all global money…

🌐 Ethereum has hit a new all-time high!

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➡️ $ETH is up 102.5% since July 2nd.

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3 views22:36

INTELRUNNER

30-year government bond yields

🇯🇵 The 20-year Japanese government bond (JGB) yield has reached 2.675%. This is a higher 20Y yield than at any other point this century.

The last close at this level was in July 1999. The 20Y JGB is up almost 229bp over the past four years…

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INTELRUNNER

Gallup asked Ukrainians: which of the following statements about the war with Russia comes closest to your personal views?

🇺🇦 Both charts illustrate how many unauthorized abandonments of a unit or post there were (in red) in the Ukrainian Armed Forces. They also show the smaller number of confirmed desertions (in blue).

The first chart is line graph with monthly data, and the second is a bar graph with yearly data. It’s clear these statistics have only gone up with each year the war has pressed on…

In the first 7 months of this year, Ukraine has officially experienced 15,310 desertions and 109,906 unauthorized abandonments.

This trend accelerated through 2024 and quite a bit by the autumn, as can be seen on the first graph. Since December, the AFU is losing 690 soldiers per day.

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INTELRUNNER

🇺🇸 Industrial Materials Price Index (All Items)

The Industrial Materials Price Index from the Foundation for International Business and Economic Research (FIBER) declined 1.7% during the last four weeks, after easing 0.4% in the prior four weeks. Together, these declines left prices unchanged during the last twelve months. During July, factory sector production rose an improved 1.4% y/y.

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INTELRUNNER

🇺🇸 If the 4th Congressional District of Kentucky falls for this billionaire-facilitated foreign influence campaign, then they’re truly dimwitted people.

I don’t think they are. This isn’t their first rodeo, but it is the most thoroughly financed one. Let’s hope Paul Singer is flushing a few million.

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INTELRUNNER

Central bank balance sheets are shrinking across the G4.

🇺🇸 The Fed’s balance sheet drawdown has reached 26.18%.

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