Jul 23, 2025

I recently learned from financial news sources that investors are starting to sell stocks again after a period of low activity. This decrease in stock selling activity, as reported by MarketWatch, may indicate excessive bullishness in the market and potential pullbacks in the future. Thrasher Analytics data showed a drop in trading volume for declining stocks in early July, but it has since inched back up, suggesting that sellers may be reemerging.

The news also touched on the performance of various assets, with stock futures drifting lower, Treasury yields inching up, and oil prices falling. Key assets like the S&P 500 and Nasdaq Composite showed positive performance over different timeframes. Additionally, the report highlighted notable earnings reports from companies like General Motors and Coca-Cola.

Furthermore, the news discussed JPMorgan Chase’s potential move to lend against clients’ cryptocurrency holdings, a shift in stance from CEO Jamie Dimon’s previous criticism of Bitcoin. Coinbase Global Inc. also announced the launch of perpetual futures trading in the US, offering enhanced capital efficiency and 10x intraday leverage to American customers. The transition from Libor to SOFR for floating-rate loans in the US has been ongoing, requiring renegotiation of loan terms to align with the new benchmark.

In the meme stock realm, companies experiencing temporary stock price surges face challenges in capital allocation to maximize returns. The Private Equity Boom has left midsize players behind, SoftBank and OpenAI’s AI project are encountering obstacles, McKinsey is changing its leadership election process, and a fusion energy startup claims a breakthrough in alchemy. These developments underscore the dynamic nature of the financial industry as companies navigate market trends, regulatory changes, and technological advancements to drive growth and innovation.

Stay Well!