Open Interest Analyst
@openinterestanalyst.com
My general equity research for institutions is published on Bloomberg, FactSet, London Stock Exchange and AlphaSense. Custom research for equity portfolio managers is behind a paywall. https://www.openinterestanalyst.com
In this Dec 16, 2025 interview, Bank of America’s senior strategist discusses 2026 optimism of institutional money managers. This is a major cautionary signal. Investors should be tightening risk exposure when optimism is this high. #stockmarket
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
BofA Survey Finds Sweeping Investor Optimism Into 2026
A global survey by Bank of America Corp. finds money managers with resounding confidence about everything from economic growth to equities and commodities heading into the new year. Elyas Galou, senio...
www.bloomberg.com
December 16, 2025 at 9:43 PM
In this Dec 16, 2025 interview, Bank of America’s senior strategist discusses 2026 optimism of institutional money managers. This is a major cautionary signal. Investors should be tightening risk exposure when optimism is this high. #stockmarket
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
In this video, NYU professor emeritus Gary Marcus discusses why the AI revolution is not all that it is promoted to be. Also, the economics of it are terrible which is discussed in the next panel. #stockmart #ai
www.youtube.com/watch?v=_t9R...
www.youtube.com/watch?v=_t9R...
When Will the AI Bubble Burst? (Gary Marcus with Murad Hemmadi) | Attention: Govern Or Be Governed
YouTube video by Centre for Media, Technology and Democracy
www.youtube.com
November 8, 2025 at 4:44 PM
In this video, NYU professor emeritus Gary Marcus discusses why the AI revolution is not all that it is promoted to be. Also, the economics of it are terrible which is discussed in the next panel. #stockmart #ai
www.youtube.com/watch?v=_t9R...
www.youtube.com/watch?v=_t9R...
The October 2025 return for SPY was +2.34% which is below the 13 year avg of positive Octobers of 4.61% but above the 20 year October return of 1.34% (2005-2024). See Oct 4 post.
The table below is Nov SPY performance for 2005 - 2024. 20 year avg +2.36%, 16 positive years = 3.75%. #stockmarket
The table below is Nov SPY performance for 2005 - 2024. 20 year avg +2.36%, 16 positive years = 3.75%. #stockmarket
November 2, 2025 at 6:24 PM
The October 2025 return for SPY was +2.34% which is below the 13 year avg of positive Octobers of 4.61% but above the 20 year October return of 1.34% (2005-2024). See Oct 4 post.
The table below is Nov SPY performance for 2005 - 2024. 20 year avg +2.36%, 16 positive years = 3.75%. #stockmarket
The table below is Nov SPY performance for 2005 - 2024. 20 year avg +2.36%, 16 positive years = 3.75%. #stockmarket
Patrick Boyle produces compelling videos on finance. He performs in depth research and does not disappoint in this video on private equity. Investors should avoid private equity and after reviewing this video it will be abundantly clear why. #stockmarkets
www.youtube.com/watch?v=bfUO...
www.youtube.com/watch?v=bfUO...
Private Equity’s Quiet Crisis!
YouTube video by Patrick Boyle
www.youtube.com
October 19, 2025 at 5:07 PM
Patrick Boyle produces compelling videos on finance. He performs in depth research and does not disappoint in this video on private equity. Investors should avoid private equity and after reviewing this video it will be abundantly clear why. #stockmarkets
www.youtube.com/watch?v=bfUO...
www.youtube.com/watch?v=bfUO...
In this video Jack Gamble skewers the circular finance tactics of CoreWeave. The entertainment is provided by the CEO of the company and bombastic Jim Cramer. In the next panel are stats about heavy insider selling now that the lockup period is over. #stockmarket
www.youtube.com/watch?v=sxwa...
www.youtube.com/watch?v=sxwa...
Nobody Special Reacts to Coreweave CEO on Mad Money with Jim Cramer
YouTube video by Nobody Special Finance
www.youtube.com
October 15, 2025 at 11:42 PM
In this video Jack Gamble skewers the circular finance tactics of CoreWeave. The entertainment is provided by the CEO of the company and bombastic Jim Cramer. In the next panel are stats about heavy insider selling now that the lockup period is over. #stockmarket
www.youtube.com/watch?v=sxwa...
www.youtube.com/watch?v=sxwa...
Watch Goldman private credit co-head James Reynolds warn about picking the wrong manager in private credit/equity. This industry is working aggressively to allow small investors to participate. Some RIA’s will unknowingly steer their clients into bad investments.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Goldman AM's Reynolds: Private Credit Results Will Vary
Deep differences in performance are set to emerge between private credit managers, according to Goldman Sachs Asset Management LP’s global co-head of private credit James Reynolds. (Source: Bloomberg)
www.bloomberg.com
October 14, 2025 at 5:21 PM
Watch Goldman private credit co-head James Reynolds warn about picking the wrong manager in private credit/equity. This industry is working aggressively to allow small investors to participate. Some RIA’s will unknowingly steer their clients into bad investments.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
The announcement by trump of a government investment in Trilogy Metals formed in 2012 with no sales is suspicious. With 72 companies in my metals and my minerals list, why TMQ? By coincidence Jon Paulson, a trumper owns over 14 million shares. Here is a copy of Paulson’s 13F See next panel.
October 8, 2025 at 5:44 PM
The announcement by trump of a government investment in Trilogy Metals formed in 2012 with no sales is suspicious. With 72 companies in my metals and my minerals list, why TMQ? By coincidence Jon Paulson, a trumper owns over 14 million shares. Here is a copy of Paulson’s 13F See next panel.
To see whether the 2015-2024 fourth quarter stats were outliers (previous post), the 20 year 4th quarter performance of SPY ( 2005 - 2024) showed an average gain +4.24%. Very good considering two dismal years: 2008 (-21.52%) +2018 (-13.52%). #stockmarket
October 5, 2025 at 11:53 PM
To see whether the 2015-2024 fourth quarter stats were outliers (previous post), the 20 year 4th quarter performance of SPY ( 2005 - 2024) showed an average gain +4.24%. Very good considering two dismal years: 2008 (-21.52%) +2018 (-13.52%). #stockmarket
In the graph below is the fourth quarter return for SPY from 2015 to 2024. During that time, there has been only one losing quarter (2018) and the average quarterly return during 10 years has been +5.61% #stockmarket
October 5, 2025 at 10:31 PM
In the graph below is the fourth quarter return for SPY from 2015 to 2024. During that time, there has been only one losing quarter (2018) and the average quarterly return during 10 years has been +5.61% #stockmarket
Below is a table of October performance for SPY from 2005 - 2024. There have been 13 positive years and the average return was 4.61%. The average return for 20 years was +1.34%. For October 1-3, 2025, SPY has added +0.50%. #stockmarket
October 4, 2025 at 3:59 PM
Below is a table of October performance for SPY from 2005 - 2024. There have been 13 positive years and the average return was 4.61%. The average return for 20 years was +1.34%. For October 1-3, 2025, SPY has added +0.50%. #stockmarket
SPY’s Q3 2025 performance of +7.82% is the second best quarter going back to 2015. Below is a table that shows third quarter performance from 2015 to 2024 and the average return for ten years was +1.84%. Only Q3 2020 beats 2025. #stockmarket #spy
October 1, 2025 at 6:18 PM
SPY’s Q3 2025 performance of +7.82% is the second best quarter going back to 2015. Below is a table that shows third quarter performance from 2015 to 2024 and the average return for ten years was +1.84%. Only Q3 2020 beats 2025. #stockmarket #spy
Bitcoin/crypto is fake money in search of a problem that does not exist. Huge amounts of bitcoin/crypto have been scammed or lost due to safety problems. This video describes the maze of steps to stop thievery. This complexity will stop widespread adoption. #bitcoin
www.youtube.com/watch?v=DxL-...
www.youtube.com/watch?v=DxL-...
4 Million Bitcoin Lost Forever: Why Your Backup Will Fail
YouTube video by Sovereign Money
www.youtube.com
September 14, 2025 at 8:36 PM
Bitcoin/crypto is fake money in search of a problem that does not exist. Huge amounts of bitcoin/crypto have been scammed or lost due to safety problems. This video describes the maze of steps to stop thievery. This complexity will stop widespread adoption. #bitcoin
www.youtube.com/watch?v=DxL-...
www.youtube.com/watch?v=DxL-...
In this video, accounting Professor Emeritus Richard Murphy discusses the hazards of the stablecoin craze. Last week, Professor Jean Tirole did as well: “Nobel Prize-Winning Economist Warns Governments May Pay Billions If Stablecoins Collapse.” #crypto #stablecoins
www.youtube.com/watch?v=qDJ3...
www.youtube.com/watch?v=qDJ3...
Are stablecoins about to crash our economy?
YouTube video by Richard J Murphy
www.youtube.com
September 7, 2025 at 5:35 PM
In this video, accounting Professor Emeritus Richard Murphy discusses the hazards of the stablecoin craze. Last week, Professor Jean Tirole did as well: “Nobel Prize-Winning Economist Warns Governments May Pay Billions If Stablecoins Collapse.” #crypto #stablecoins
www.youtube.com/watch?v=qDJ3...
www.youtube.com/watch?v=qDJ3...
This table measures the performance of 21 major indices from 1-21-25 to 8-29-25. Crypto bros must be disappointed with president crypto’s impact on bitcoin. On 8-29 open interest increased substantially in bitcoin futures on the decline of 3.27%. Bearish! #bitcoin #markets
August 30, 2025 at 5:46 PM
Volume on Palantir today was substantially below 6/27/25 and 5/6/25 though the stock lost 11.79% which is approximately the same on 5/6/25 (-12.05%) and more than 6/27/25 (-9.27%). PLTR remains over-bot. More carnage ahead for PLTR. #pltr
August 20, 2025 at 12:58 AM
Volume on Palantir today was substantially below 6/27/25 and 5/6/25 though the stock lost 11.79% which is approximately the same on 5/6/25 (-12.05%) and more than 6/27/25 (-9.27%). PLTR remains over-bot. More carnage ahead for PLTR. #pltr
In this short 2 minute video, you can enjoy watching robots playing sports in a competition held in Beijing. The Chinese are ahead of the US and Europe in robotics and it appears they are on a trajectory to dominate this category.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Tesla Robot Rival Unitree Shines in Beijing Games
Hangzhou-based Unitree Robotics brought the spotlight-grabbing machines at a robots competition in Beijing, boosting its reputation as a national champion for China’s ambitions in developing AI and hu...
www.bloomberg.com
August 18, 2025 at 6:10 PM
In this short 2 minute video, you can enjoy watching robots playing sports in a competition held in Beijing. The Chinese are ahead of the US and Europe in robotics and it appears they are on a trajectory to dominate this category.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
In this video Microstrategy’s problems are laid bare. During 2020 to 2023 the company acquired 189,150 bitcoins. During 2024 until late July 2025 MSTR acquired 404.509 bitcoins which represents approximately 70% of coins acquired during 2020 to 2025 [see next panel].
www.youtube.com/watch?v=CGYJ...
www.youtube.com/watch?v=CGYJ...
The Bitcoin Scam Started by Michael Saylor
YouTube video by Everything Money 24-7
www.youtube.com
August 1, 2025 at 6:44 PM
In this video Microstrategy’s problems are laid bare. During 2020 to 2023 the company acquired 189,150 bitcoins. During 2024 until late July 2025 MSTR acquired 404.509 bitcoins which represents approximately 70% of coins acquired during 2020 to 2025 [see next panel].
www.youtube.com/watch?v=CGYJ...
www.youtube.com/watch?v=CGYJ...
The Buffett Indicator, also known as Market Cap to GDP, is a long-term valuation indicator for stocks first proposed by Warren Buffett. It is the ratio of total US stock market value divided by GDP. It is now 52% higher than the internet bubble of 2000. #stockmarket
July 27, 2025 at 7:52 PM
The Buffett Indicator, also known as Market Cap to GDP, is a long-term valuation indicator for stocks first proposed by Warren Buffett. It is the ratio of total US stock market value divided by GDP. It is now 52% higher than the internet bubble of 2000. #stockmarket
In the world of investing there is a minuscule number of people I listen to. Chris Verrone is one. The interview is conducted by Steve Eisman, the Steve Carrell character in the “Big Short.” Chris’ market knowledge and wisdom is invaluable and rare. #stockmarket
www.youtube.com/watch?v=OylH...
www.youtube.com/watch?v=OylH...
Why the Market's Surging Despite the Headlines
YouTube video by Steve Eisman
www.youtube.com
July 15, 2025 at 5:02 PM
In the world of investing there is a minuscule number of people I listen to. Chris Verrone is one. The interview is conducted by Steve Eisman, the Steve Carrell character in the “Big Short.” Chris’ market knowledge and wisdom is invaluable and rare. #stockmarket
www.youtube.com/watch?v=OylH...
www.youtube.com/watch?v=OylH...
In this 24 minute video, the multi-year lies of Mr. Musk about his robotaxis is laid bare. His failure is compared to the success of Waymo whose safety record exceeds human drivers according to a study by Swiss Re, the reinsurance giant. #tesla
www.youtube.com/watch?v=qpMC...
www.youtube.com/watch?v=qpMC...
The FAILING Gambit of TESLA - Elons RoboTaxi Nightmare
YouTube video by Upper Echelon
www.youtube.com
July 14, 2025 at 2:54 PM
In this 24 minute video, the multi-year lies of Mr. Musk about his robotaxis is laid bare. His failure is compared to the success of Waymo whose safety record exceeds human drivers according to a study by Swiss Re, the reinsurance giant. #tesla
www.youtube.com/watch?v=qpMC...
www.youtube.com/watch?v=qpMC...
Watch Klaus Baader, global chief economist at SocGen, one of Europe’s largest banks has to say what most knowledgeable people know. The tariffs will backfire.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Tariffs Won't Bring Manufacturing Back to the US: Baader
"These tariffs are going to do absolutely nothing to bring either manufacturing output or manufacturing employment back to the United States," Societe Generale Corporate and Investment Banking's globa...
www.bloomberg.com
July 11, 2025 at 3:30 PM
Watch Klaus Baader, global chief economist at SocGen, one of Europe’s largest banks has to say what most knowledgeable people know. The tariffs will backfire.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
In this short video, a Bloomberg reporter talks about life insurance companies investing in private credit to boost returns. Private credit is much less liquid than public credit and is potentially riskier because of this. See my list of lifeco’s below. #markets
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Life Insurers Boost Private Debt Investments
Global life insurance companies are facing competitive pressure to keep boosting their allocations to private credit to generate higher profit, even as risk in the debt shows signs of rising. Bloomber...
www.bloomberg.com
July 3, 2025 at 2:42 PM
In this short video, a Bloomberg reporter talks about life insurance companies investing in private credit to boost returns. Private credit is much less liquid than public credit and is potentially riskier because of this. See my list of lifeco’s below. #markets
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Watch the video on the Tesla robotaxi con. Cathie Woods who runs the ETF ARKK is confidently predicting Tesla’s stock price at $2,600. Tesla is Arkk’s largest holding. If Woods is great at predicting, why couldn’t she predict the dismal performance of her own company.
www.youtube.com/watch?v=jtVB...
www.youtube.com/watch?v=jtVB...
Why Tesla Robotaxi is Actually Genius... at Losing Money
YouTube video by Musk Watch
www.youtube.com
July 1, 2025 at 6:24 PM
Watch the video on the Tesla robotaxi con. Cathie Woods who runs the ETF ARKK is confidently predicting Tesla’s stock price at $2,600. Tesla is Arkk’s largest holding. If Woods is great at predicting, why couldn’t she predict the dismal performance of her own company.
www.youtube.com/watch?v=jtVB...
www.youtube.com/watch?v=jtVB...
Bill Russo of Automobility discusses the powerhouse technology company XIOMI. The company has entered the Chinese auto market and is taking it by storm. The Chinese auto industry is a global tidal wave that will dominate the market. Tesla bulls beware.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Xiaomi's New SUV Gets 289,000 Orders in an Hour
Bill Russo, Founder and CEO of Automobility, shares his analysis of China's EV sector on Insight with Haslinda Amin. Russo speaks after Xiaomi Corp.'s shares rose 8% to a lifetime high in the wake of ...
www.bloomberg.com
June 30, 2025 at 2:55 PM
Bill Russo of Automobility discusses the powerhouse technology company XIOMI. The company has entered the Chinese auto market and is taking it by storm. The Chinese auto industry is a global tidal wave that will dominate the market. Tesla bulls beware.
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...