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
Hannover Rück Approaching Double Support Zone
Hannover Rück has been in a bullish long-term trend since 2012! The last swing has consolidated 15% since the May highs, nearing the 78.6% Fibonacci retracement. The stock is now entering the major weekly swing support zone between 238-262, while also approaching the second major support zone from the January 2024 swing at 236-244. Keep an eye on the price action to confirm the potential end of this consolidation. Source: Bloomberg
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
