3 Oct 2025
Foreign holdings of US equities have crossed above $20 trillion, a record high.
30% of the total US stock market is now held by foreign investors, the highest percentage on record with data going back to 1945. Source: Charlie Bilello, Bloomberg
3 Oct 2025
Warren Buffett's Financial Statement Checklist
Source: Compounding Dividends @CompoundingW on X
3 Oct 2025
What moves stock prices:
Source: Brian Feroldi
3 Oct 2025
Per this CNBC reporting, the strategy favoring gold and Bitcoin now has a name: J
Morgan analysts are calling it "the debasement trade." Source: Mo El Erian
3 Oct 2025
US technology stocks now account for a record 56% of total US stock market cap.
At the same time, defensive stocks make up just 16%, AN ALL-TIME LOW. This has NEVER happened. Source: Global Markets Investor, Topdown charts
3 Oct 2025
Did you know there are more PE funds than McDonald's in the US ?
Source: Mr. VIX @yieldsearcher
3 Oct 2025
In the US, searches for "second job" reach an all time high, surpassing 2008 financial crisis and COVID pandemic levels
Source: Kalshi
3 Oct 2025
Good chart by @GoldmanSachs on AI exposure by industry
Source: Goldman Sachs, @tanayj on X
