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Interesting chart by Guilherme Tavares which calls for some caution on US equities:
1-Investors are extremely confident that stocks will go up 2-Individual allocation very high 3-Stretched valuation
EU SLAPS RUSSIA WITH NEW SANCTIONS
by Evan on X. As Trump’s administration hints at potential sanctions relief for Russia, the EU is doubling down with a fresh wave of restrictions, including a ban on Russian primary aluminum imports. Secretary of State Marco Rubio suggested that Europe will eventually have to join negotiations, stressing that “concessions on all sides” will be necessary to resolve the Ukraine conflict. Despite the shift in U.S strategy, EU leaders are holding firm, with Ursula von der Leyen insisting that the bloc remains committed to pressuring the Kremlin. Source: Euronews
Elon Musk considering sending $5,000 to EVERY SINGLE AMERICAN from DOGE savings...
Source: Barchart
From the @FT article, “China’s holdings of US Treasuries fall to lowest level since 2009:”
“Analysts say the change partly reflects China’s desire to diversify its foreign reserves by buying assets such as gold. But they add that Beijing is seeking to disguise the true extent of its Treasury holdings by shifting them to custodian accounts registered elsewhere.” Source: FT, Mohamed El Erian
➡️ US large BANKRUPTCIES are accelerating:
There were 70 US bankruptcy filings in January, in line with the largest monthly number since the 2020 CRISIS. This comes after bankruptcies hit 694 in 2024, the most in 14 YEARS. Bankruptcies are rising as if there is a crisis. Source: Global Markets Investor
$BRK Berkshire's stock portfolio end of 2024.
Source: App Economy Insights @EconomyApp
$META just announced plans to build the longest underwater cable in the world to help connect the US, India, Brazil, South Africa, and other key regions
Once complete the cable will be longer than the Earth’s circumference. Source: Evan @StockMKTNewz
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