🇺🇸 Is this the beginning of a small cap recovery? IWM against SPY (up 4% since April 11th)…

📈 CHART WATCH 📈

🇺🇸 The leading Bitcoin ETF is tearing up the record books.

$IBIT blew through the $80b mark last night, fastest ETF to get there in 374 days, about 5x faster than the previous record, held by $VOO, which did it in 1,814 days. Also at $83b it's now 21st biggest ETF overall.

🤑 CHART WATCH 🤑

🇺🇸 America’s shitty finances (unless, you know, you count our assets).

📉 CHART WATCH 📉

🇮🇳 🇨🇳 India & China lead global a/c demand…

🔠 CHART WATCH 🔠

Facebook remains the leading social media for news (as long as the Boomers persist).

📱 CHART WATCH 📱

🇺🇸 The American 30-Year yield is 4.854%.

I don’t have the volume on the chart, but it dried up almost completely in the futures contract, shortly after the election.

🔎 CHART WATCH 🔎

🇮🇹 Homicide rates in Italy since 1990…

What’s that bump at the end there?

🍝 CHART WATCH 🍝

Alt season?

The total crypto market cap, exempting Bitcoin & Ethereum, has broken out.

⚖️ CHART WATCH ⚖️

🇺🇸 🇪🇺 🇨🇦 🇬🇧 NATO’s spend on their militaries, healthcare, and education.

🚀 CHART WATCH 🚀

🇺🇸 Impact on the Consumer Price Index (CPI) of a 10% & 20% depreciation in the Dollar.

📊 CHART WATCH 📊

🇯🇵 Look how quickly sentiment around the Yen has shifted.

💱 CHART WATCH 💱

Equally weighted commodities excluding gold and commodities excluding gold vs. gold…

🪙 CHART WATCH 🪙

Just shy of $7.4 trillion in money market funds—an all-time high.

📈 CHART WATCH 📈

Transactions on Ethereum are picking up again…

🔷 CHART WATCH 🔷

🇺🇸🇧🇷 U.S.-Brazil Goods Trade

🔥 CHART WATCH 🔥

🇨🇳🇧🇷 China-Brazil Goods Trade

📈 CHART WATCH 📈

🇺🇸 Market breadth has considerably narrowed in recent weeks.

📉 CHART WATCH 📉

🇺🇸 Consumer balances by delinquency status.

🍆 CHART WATCH 🍆

🇺🇸 Levered long ETF AUM vs. Inverse ETF AUM (10:1).

4th strongest historical 3-month % change for the S&P 500 = big rebound for levered long funds. Long vs. Inverse ratio approaching YTD high again. Nearly 20% of levered long AUM is related to single stock funds.

📈 CHART WATCH 📈

🇺🇸 AI Intelligence Index (higher is better).

🧠 CHART WATCH 🧠