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📈Our WYNDEX update for today:
The WYNDEX is back in the green, up 1.99% on the week, beating the S&P500 by 1.32% and the NASDAQ by 0.52%. We’re seeing most of the losses from last week regained, with big winners being Lemonade with a strong recovery (+10%) and Palo Alto (+4.48%).
🎯Our Big Shorts for today:
- Netanyahu’s government may be safe for now, but key budget dynamics are on the line: The Defense administration is asking for an additional $12 billion aiming at a $42 billion budget (8% of GDP, 20%+ of budget!).
- Over in the U.S., Congress approves first major crypto legislation; could Israel be next? The landmark “Genius Act” has been signed into law, establishing a federal framework for stablecoins progress. Could similar legislation happen in Israel?
🔎And our Long Play today is a 10-part look back at the war in numbers:
- $7 billion in direct damages from the October 7, 2023 invasion
- >300,000 reservists approved for conscription by the Israeli government
- 68,500 residents displaced from the North
- 80%, the drop in tourism to Israel when comparing Dec 2023 to Dec 2022
- 23%, the drop in the Tel Aviv Stock Exchange in the month following Oct 7
- Q1 2024, when the Tel Aviv Stock Exchange exceeded pre-war levels
- $32 billion, Google’s acquisition of Israeli-founded cybersecurity company Wiz
- $12 billion additional rise in military budget coming out of the Iran war
- 1.3 billion shekels, cost of damages and displacement from the Iran war
- Multiple downgrades by the rating agencies - and how they got it wrong in the end
📅 New episodes drop every Wednesday
What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future.
(00:00) Intro
(03:04) WYNDEX Update
(04:33) Big Shorts
(12:06) Long Play
(32:00) Words of the Week
(33:15) Outro
⚖️ LEGAL DISCLAIMER
This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security.
🎧 CREDITS:
ILAN BENATAR - Producer
MICHAL LEV-RAM - Editor
MARTIN HUERGO - Sound Editor
GABE SILVERSTEIN - Research
Theme Music by
MIDNIGHT GENERATION
