Japan’s Nikkei 225 is finally breaking out to new all-time highs.
It took 35 years to surpass the 1989 highs. Source: J-C Parets
Chinese Stocks jump to highest prices in more than a decade
Source: Barchart
Trump with European leaders sitting around his desk is the best photo of 2025.
Source: Mike Crispi @MikeCrispi
Just 6 companies make up 32.5% of the SP500
Source: Carbon Finance
Warren Buffett's Berkshire Hathaway sold 20 million $AAPL shares last quarter reducing its Apple position's value to just $57.4 billion, the smallest in more than 5 years 🚨🚨
Source: Barchart @Barchart, FT
What if failure is just a step?
You do not need a perfect track record to succeed, but rather the courage to explore, learn, and try again, since even iconic entrepreneurs stumbled before building something that shaped the world. Source: agrassoblog.org
Last week we have see an interesting sector / size /style rotation within us equities.
The chart below - courtesy of Edward Jones - shows weekly returns for various indexes following the CPI release. Lagging segments of the market appeared to receive a boost from rising expectations of rate cuts. Source: Edward Jones
The average professional fund manager allocation toward crypto is 0.3% of AUM.
75% of Fund Managers have ZERO allocation. BofA's Hartnett: "Raise Allocations To Gold And Crypto Because Yield Curve Control Is Coming" Source: BofA
