Snapshots That Wow!

Time to retire SEO!

With google shifting from being a search engine to an answer engine, what will the future of secondary researchers entail?

Source: Ritesh Jain

Stress free summer vacations or something more at play here?

NYSE margin debt is starting to show a shift in trend after reaching extreme levels.

It's not exactly a "sell" signal, but it's interesting to watch as traders and investors begin to deleverage their positions.

Source: i3 Invest

Risk hai toh ishq hai!

The market value of the US bond market has fallen to just 68% of the stock market’s value, the lowest ratio since the 1970s.

This share has HALVED in 14 years as stocks have widely outpaced bonds.

To put this differently, the US stock market is now 50% larger than the bond market.

Source: Kobeissi Letter

How airlines “live life” without making too much money on their core biz

Amex paid Delta $7.4B in 2024 for SkyMiles through their co-branded card partnership, with long-term expectations of $10B.

This high-margin, recurring revenue stream from $AXP has become a key driver of $DAL's profitability.

Source: Quarter App

Dron(e)Acharya!

“This is how precise was the attack to kill the Head of IRGC in Iran. The lights are still on in the adjacent flat. From 2000 kms away.”

IRGC or Islamic Revolutionary Guard Corps, also known as the Iranian Revolutionary Guards, is a multi-service primary branch of the Iranian Armed Forces.

Source: Ginger Monkey

(Dis)economies of scale!

Number of stocks where a ₹1 Lakh Cr AUM fund could build a 1% position over 20 days (based on 3-month avg daily volumes) is shockingly low. Only 182 stocks in the listed universe will allow this assuming 50% of the stock’s daily volume is bought by the fund.

Source: Calm Investor