The Big PictureTranscript: Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank Securities
https://web.brid.gy/r/https://ritholtz.com/2025/11/transcript-binky-chadha/
Keano#MarketHistory: The past doesn't guarantee the future. Don't assume that what has worked before will work again. Be cautious when everyone expects continuous growth.
Miki :rstats:#30DayChartChallenge Día 11: Stripes! Mi versión: ¡El código de barras del pánico del mercado! 😱
Este gráfico muestra una línea de tiempo (1993-2025) donde cada raya vertical representa un día en que el VIX cerró ≥ 30 (¡alta tensión!).
El concepto clave aquí es el **Volatility Clustering**: la alta volatilidad no se distribuye uniformemente, ¡viene en rachas! Los densos grupos de rayas identifican visualmente las grandes crisis (Dot-com, GFC '08, Covid '20...). Los largos periodos en blanco son la calma relativa.
Es una forma directa de ver la *persistencia* y los *regímenes* de la volatilidad del mercado. ¡Olvida las medias simples, el estrés viene en oleadas! 🌊
🛠️ Hecho con #rstats, #ggplot2, #quantmod.
📂 Código/Repo: https://t.ly/-vd9u
#Day11 #Stripes #dataviz #DataVisualization #VIX #Volatility #Finance #StockMarket #Economics #RiskManagement #TimeSeries #MarketHistory #ggplot2 #DataScience
Mathew Thomas#Nvidia’s $589 billion #DeepSeek rout is largest in #markethistory
https://economictimes.indiatimes.com/markets/stocks/news/nvidias-589-billion-deepseek-rout-is-largest-in-market-history/articleshow/117615488.cms?from=mdr
https://economictimes.indiatimes.com/markets/stocks/news/nvidias-589-billion-deepseek-rout-is-largest-in-market-history/articleshow/117615488.cms?from=mdr
Nvidia’s $589 billion DeepSeek rout is largest in market history
Nvidia's stock plummeted 17%, wiping out $589 billion in market value, due to concerns over Chinese AI startup DeepSeek's competitive, low-cost technology. The news spurred a broader tech selloff, highlighting fears that US firms may have over-invested in AI. Nvidia acknowledged DeepSeek's advancements and denied any violation of US export restrictions.
MM🧵 2/8: The Lure of Easy Money
It's tempting to think that investing in stocks is a guaranteed path to wealth, especially recalling the tech bubble of the '90s. However, history has shown that such markets are exceptions, not the rule. #MarketHistory #Investing
It's tempting to think that investing in stocks is a guaranteed path to wealth, especially recalling the tech bubble of the '90s. However, history has shown that such markets are exceptions, not the rule. #MarketHistory #Investing