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US earnings growth outperforming.
Source: @fundstrat thru Mike Zaccardi, CFA, CMT, MBA
Small Cap Stocks are trading at the largest discount relative to Large Caps in AT LEAST 25 years
Source: Barchart
Sector dominance has persisted for long periods of time. Deep history from Goldman Sachs via @CallumThomas
Source: Mark Ungewitter @mark_ungewitter on X
The US has got the softest inflation surprises on Earth...
Could this influence the FOMC tomorrow??? Source: Andreas Steno Larsen @AndreasSteno, Macrobond
‼️Physical silver market is getting TIGHT
1-month silver lease rates, the cost to borrow silver short-term, spiked above 6%. It’s normally close to 0% because physical silver is usually abundant and easy to borrow. Source: Bloomberg, Global Markets Investor
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