NASDAQ 100 performance since 1999 ๐
1999: +79%๐ข
2000: -36.1%๐ด
2001: -33.4%๐ด
2002: -37.4%๐ด
2003: +49.7%๐ข
2004: +10.5%๐ข
2005: +1.6%๐ข
2006: +7.1%๐ข
2007: +19%๐ข
2008: -41.7%๐ด
2009: +54.7%๐ข
2010: +19.9%๐ข
2011: +3.4%๐ข
2012: +18.1%๐ข
2013: +36.6%๐ข
2014: +19.2%๐ข
2015: +9.5%๐ข
2016: +7.1%๐ข
2017: +32.7%๐ข
2018: -0.1%๐ด
2019: +39%๐ข
2020: +48.6%๐ข
2021: +27.4%๐ข
2022: -32.6%๐ด
2023: +54.9%๐ข
2024: +25.6%๐ข
2025: +20.7%๐ข
2026*: +13.4%๐ข (So far)
1999: +79%๐ข
2000: -36.1%๐ด
2001: -33.4%๐ด
2002: -37.4%๐ด
2003: +49.7%๐ข
2004: +10.5%๐ข
2005: +1.6%๐ข
2006: +7.1%๐ข
2007: +19%๐ข
2008: -41.7%๐ด
2009: +54.7%๐ข
2010: +19.9%๐ข
2011: +3.4%๐ข
2012: +18.1%๐ข
2013: +36.6%๐ข
2014: +19.2%๐ข
2015: +9.5%๐ข
2016: +7.1%๐ข
2017: +32.7%๐ข
2018: -0.1%๐ด
2019: +39%๐ข
2020: +48.6%๐ข
2021: +27.4%๐ข
2022: -32.6%๐ด
2023: +54.9%๐ข
2024: +25.6%๐ข
2025: +20.7%๐ข
2026*: +13.4%๐ข (So far)
๐จ๐ณ๐ฆ China is quietly stacking gold like never before. In May 2026 alone, they snapped up 48 tonnes through London markets, nearly 5x the official 10-tonne report. June saw another big +15t official add, their 20th straight month of buying. ๐ช
China's central bank gold purchases:
- March: +4.98t | Gold: $5.4k
- April: +8.09t | Gold: $4.6k
- May: +48t | Gold: $4.4k
- June: +14.93t | Gold: $4.2k
Real total this year? Probably closer to 80 tonnes. Central banks playing the long game. ๐
China's central bank gold purchases:
- March: +4.98t | Gold: $5.4k
- April: +8.09t | Gold: $4.6k
- May: +48t | Gold: $4.4k
- June: +14.93t | Gold: $4.2k
Real total this year? Probably closer to 80 tonnes. Central banks playing the long game. ๐
๐ข๐ Oil prices are spiking fast right now. Brent crude has pushed above $91 a barrel after the latest US-Iran strikes seriously disrupted shipping through the Strait of Hormuz. Tanker traffic has dropped sharply, with some days seeing almost no safe passages.
Analysts are warning this could get even tighter if the clashes continue or spread. ๐บ๐ธ๐ฎ๐ท
Markets are feeling the tension, worth keeping a close eye on. ๐
Analysts are warning this could get even tighter if the clashes continue or spread. ๐บ๐ธ๐ฎ๐ท
Markets are feeling the tension, worth keeping a close eye on. ๐
Silver prices defy the 'too expensive' narrative once again. ๐ฅ๐
From $23/oz in 2013 and $17/oz in 2016, to $22/oz in 2022 and $40/oz in 2025, silver now trades near $56/oz in July 2026. At every milestone, sceptics called it overvalued. Many expect the same reaction at $150โ$250/oz.
What's driving the climb? ๐
The silver market is in its sixth consecutive structural deficit, projected at 46 million ounces in 2026. Industrial demand, now over 60% of total consumption, is surging from solar PV, EVs, semiconductors, and AI data centres. Supply remains inelastic, as most silver is a byproduct of other mining. โก๏ธ
Analysts are bullish: consensus forecasts for 2026 average around $75โ$81/oz, with some seeing $85โ$100 in strong industrial scenarios. ๐
Will history repeat with higher prices ahead? ๐ค
From $23/oz in 2013 and $17/oz in 2016, to $22/oz in 2022 and $40/oz in 2025, silver now trades near $56/oz in July 2026. At every milestone, sceptics called it overvalued. Many expect the same reaction at $150โ$250/oz.
What's driving the climb? ๐
The silver market is in its sixth consecutive structural deficit, projected at 46 million ounces in 2026. Industrial demand, now over 60% of total consumption, is surging from solar PV, EVs, semiconductors, and AI data centres. Supply remains inelastic, as most silver is a byproduct of other mining. โก๏ธ
Analysts are bullish: consensus forecasts for 2026 average around $75โ$81/oz, with some seeing $85โ$100 in strong industrial scenarios. ๐
Will history repeat with higher prices ahead? ๐ค
๐ Crypto ETF Flows : 20 Jul 2026
๐ข $BTC ETFs : $219.9M
๐ข $ETH ETFs : $38.0M
๐ข $SOL ETFs : $2.6M
๐ข $XRP ETFs : $2.5M
๐ข $HYPE ETFs : $0.0K
๐ข Total: $263.0M net inflows yesterday
๐ข $BTC ETFs : $219.9M
๐ข $ETH ETFs : $38.0M
๐ข $SOL ETFs : $2.6M
๐ข $XRP ETFs : $2.5M
๐ข $HYPE ETFs : $0.0K
๐ข Total: $263.0M net inflows yesterday
๐บ๐ธ BREAKING NEWS: The Trump administration is set to roll out fresh tariffs of 10% to 12.5% on around 60 countries as early as this week.
This move looks likely to replace the temporary 10% global tariff that's due to expire this Friday (according to the FT).
That stop-gap was brought in after the Supreme Court struck down Trump's earlier tariffs as illegal, a ruling that's already cost the US Treasury a whopping $81 billion in refunds.
Markets are on edge, with potential ripple effects on everything from consumer prices to global supply chains. We'll be watching this one closely. ๐
$SPCX $NVDA $GOOG $BTC $ETH
This move looks likely to replace the temporary 10% global tariff that's due to expire this Friday (according to the FT).
That stop-gap was brought in after the Supreme Court struck down Trump's earlier tariffs as illegal, a ruling that's already cost the US Treasury a whopping $81 billion in refunds.
Markets are on edge, with potential ripple effects on everything from consumer prices to global supply chains. We'll be watching this one closely. ๐
$SPCX $NVDA $GOOG $BTC $ETH
16 Wall Street analysts piling on to SpaceX, and the vibe is overwhelmingly bullish. ๐
$SPCX has slid below its IPO price after an early post-IPO pop, but the median target sits at $213.50. Thatโs roughly +77% upside from where itโs trading now around $120-125. ๐
Starlink scaling, Starship commercialisation, and that big AI computing play have analysts excited long-term. Wild ride ahead! ๐
๐ธ Leverage Shares
$SPCX has slid below its IPO price after an early post-IPO pop, but the median target sits at $213.50. Thatโs roughly +77% upside from where itโs trading now around $120-125. ๐
Starlink scaling, Starship commercialisation, and that big AI computing play have analysts excited long-term. Wild ride ahead! ๐
๐ธ Leverage Shares
๐ $GOOGL alert!
Wells Fargo just raised their price target to $438 from $416 and kept the Outperform rating.
AI demand is driving capex for chips and data centers way higher, with the big players' 2027 spending now seen at $1.1 trillion, up 23%. Google and peers are passing costs to customers while keeping strong returns.
Wells Fargo just raised their price target to $438 from $416 and kept the Outperform rating.
AI demand is driving capex for chips and data centers way higher, with the big players' 2027 spending now seen at $1.1 trillion, up 23%. Google and peers are passing costs to customers while keeping strong returns.
Geopolitical Tailwinds and Energy Inflation ๐ข๐
Commodity and forex markets continue to adjust to geopolitical stress points. Brent crude futures surged above $90 a barrel following maritime friction in the Red Sea and shifts in U.S.-Iran diplomatic mediation. ๐บ๐ธ๐ฎ๐ท
While the broader equity market has temporarily shrugged off these headwinds to focus on earnings, the persistent climb in oil prices is feeding into macro anxieties regarding sticky inflation and corporate margins-notably causing regional downward pressure on import-heavy markets like India. ๐ฎ๐ณ
Commodity and forex markets continue to adjust to geopolitical stress points. Brent crude futures surged above $90 a barrel following maritime friction in the Red Sea and shifts in U.S.-Iran diplomatic mediation. ๐บ๐ธ๐ฎ๐ท
While the broader equity market has temporarily shrugged off these headwinds to focus on earnings, the persistent climb in oil prices is feeding into macro anxieties regarding sticky inflation and corporate margins-notably causing regional downward pressure on import-heavy markets like India. ๐ฎ๐ณ
๐๐ $RKLB BULLISH SIGNAL: Rocket Lab wins $266M firm-fixed-price U.S. Space Force contract for 12 suborbital launches (+ option for 6 more).
Launch site: Pacific Spaceport Complex, Alaska
- Performance through Dec 2028
- Competitive award (3 bidders)
$112M FY2025 funds obligated at award
Another major government win that strengthens $RKLBโs position as a trusted national security launch provider.
Launch site: Pacific Spaceport Complex, Alaska
- Performance through Dec 2028
- Competitive award (3 bidders)
$112M FY2025 funds obligated at award
Another major government win that strengthens $RKLBโs position as a trusted national security launch provider.
๐จ๐ BREAKING: Michael Burry of โThe Big Shortโ fame has updated his positions.Heโs added to shorts in Micron $MU at $933.86, Nvidia $NVDA at $210.28, Semiconductor ETF $SOXX at $535.83, and Caterpillar $CAT at $893.49.
Longs increased in Flutter $FLUT at $100.72, DraftKings $DKNG at $23.07, and Molina $MOH at $197.02. Tesla $TSLA, Palantir $PLTR and QQQ shorts left unchanged as Tesla drops ~24% since late June.
Reinforces scepticism on AI valuations.
Longs increased in Flutter $FLUT at $100.72, DraftKings $DKNG at $23.07, and Molina $MOH at $197.02. Tesla $TSLA, Palantir $PLTR and QQQ shorts left unchanged as Tesla drops ~24% since late June.
Reinforces scepticism on AI valuations.
๐ Bitcoin $BTC slips 0.2% as Nansen warns of unconfirmed bottom and possible retest of $52kโ$58k zone ahead of key catalysts.
Fed policy decision expected 29โ30 July and Strategy $STRC (MicroStrategy) Q2 earnings on 30 July could drive next BTC move.
Trading near $65k, analysts see current bounce as relief rally, not full recovery.
Fed policy decision expected 29โ30 July and Strategy $STRC (MicroStrategy) Q2 earnings on 30 July could drive next BTC move.
Trading near $65k, analysts see current bounce as relief rally, not full recovery.