17 Jan 2025
Goldman Sachs CEO David Solomon says that AI can draft 95% of an S1 IPO prospectus “in minutes” (a job that used to require a 6-person team multiple weeks).
“The last 5% now matters because the rest is now a commodity,” per Solomon. Source: Bearly AI on X
17 Jan 2025
President Trump official portrait is out.
Between 2017 and 2025, the body language looks different...
17 Jan 2025
Bullish sentiment is through the roof: US households, mutual funds, pension funds, and foreign investors' financial asset allocations in US stocks hit a record 54%.
Since the 2009 low, this percentage has DOUBLED, exceeding the 2000 Dot-Com Bubble peak of 51%. On the other hand, allocation to debt instruments like bonds has dropped by 9 percentage points to an all-time low of 18%. At the same time, cash allocation has fallen to 13%, near the lowest on record. Investors are all-in on stocks.
17 Jan 2025
The Market Cap of the largest 50 stocks relative to GDP is at 110%, the highest level in history, surpassing the peak of the Dot Com Bubble and the Global Financial Crisis...
Source: Barchart
17 Jan 2025
BREAKING: Donald Trump to designate crypto as a national priority, including the consideration of a "national Bitcoin stockpile"
— Bloomberg
17 Jan 2025
Apple $AAPL stock just closed the day down by 4% its worst day since August 5th
Source: Blossom on X
17 Jan 2025
What Buffett Looks For and What to Avoid:
Source: The Investing for Beginners Podcast @IFB_podcast on X
17 Jan 2025
Diamonds vs. Gold
Source: Bloomberg
