Already 25 data center cancellations and postponements this month, expecting to see a 100+ month towards midterms (excludes local/county moratoriums)
Source: Don Johnson @DonMiami3 on X
Emerging Market Stocks have formed a Potential Inverse Head & Shoulders Pattern against the S&P 500
Source: Barchart
GREENLAND fact check #1: Greenland is NOT part of the European Union, despite being an autonomous territory within the Kingdom of Denmark, which is an EU member state.
Greenland has a unique history with the EU, being the only territory to ever leave it. Originally joining in 1973 as part of Denmark, Greenland’s population consistently opposed European integration. 1972 Referendum: 70% voted against joining the European Communities, but Greenland joined anyway as part of Denmark. 1982 Referendum: After gaining home rule in 1979, 52% voted to leave, driven by disputes over the Common Fisheries Policy, control of natural resources, and a sense that the EC ignored Greenland’s interests. Turnout was 74.9%. 1985 Withdrawal: Greenland formally left the EC on January 1, 1985, via the Greenland Treaty, becoming an Overseas Country and Territory (OCT) associated with the EU, maintaining some economic ties while regaining sovereignty over its fisheries.
The average stock market return of 10% is misleading
Most years aren’t average - they’re extreme. Big gains. Sharp losses. That’s how long-term returns are made. Source: Peter Mallouk @PeterMallouk
Japan's 40-year bond just hit 4% for the first time ever
Source: Joe Weisenthal @TheStalwart
The United States has actually become more popular among global CEOs as a destination for international investment
Despite Trump’s interventions, acc to PwC’s CEO survey
Wealth at the top: 0.00001% owns 12% of US income
At the peak of the Gilded Age in 1910, the richest 0.00001% of the US population owned wealth equal to 4% of national income. Now, the richest 0.00001% owns 12%. US billionaire oligarchs today are even wealthier than the original robber barons. Source: Ben Norton @BenjaminNorton on X
A (bearish) contrarian call?
January’s Fund Manager Survey is most bullish since Jul2021: expectations for global growth have jumped, cash levels have fallen to a record low of 3.2%, and protection against equity sell-off is at its lowest since Jan2018. BofA’s Bull & Bear Indicator flashing extreme optimism at 9.4. Source. HolgerZ, BofA
