Incredible Germany equity inflows
Source: Goldman Sachs, EPFR
Make defense industry great again..
France Armies Minister Sébastien Lecornu encourages the French “to invest money patriotically to finance Defense”.
Deja vu all over again???
Source: www.zerohedge.com, Bloomberg
🚨This is getting SERIOUS:
The Magnificent 7 is down over 15% since the peak, nearly matching the early August crash drawdown. 10 days performance: $TSLA -25% $NVDA -21% $AMZN -10% $GOOGL -9% $AAPL -7% $MSFT -5% $AAPL -5% When will we see the capitulation? Source: Bloomberg, Global Markets Investor
Nobody stays in a job for the perks.
People stick around when they have: 👉 Autonomy 👉 Trust 👉 Growth 👉 Fair pay 👉 Work-life balance Source: Corporate Rebels
Year 3 of a bull market tends to be messy, and the current bull market is behaving as expected.
Source: Grant Hawkridge @granthawkridge
UBS Retesting Strong Demand Zone
After a 12% consolidation since the February high, UBS is reaching its January breakout level and also a major demand zone. Keep an eye on these levels for price action and potential opportunities. Source: Bloomberg
Jason Zweig on reasons to not allocate 100% to stocks:
Source: Brian Feroldi
