Only 24% of S&P 500 members outperformed the index over the last year, the lowest % on record w/ data going back to 1994.
Source: Charlie Bilello
A tale of 2 markets
Source: The Economist, Bloomberg
How do you make your money work while you're sleeping?
Source: Markets & Mayhem
What are the stocks favoured by retail investors?
$NVDA, $TSLA, $AMD, and $SMCI Source: Markets & Mayhem, Vanda Research
ALERT -> $1,000,000,000 WORTH OF SHORTS WILL GET LIQUIDATED IF bitcoin $BTC HITS $75,000
Source: Ash Crypto
International allocation Japan vs China
Source: BofA, The Daily Shot, Win Smart
It took just 7 weeks for the iShares Bitcoin ETF to cross above $10 billion in assets, the fastest for an ETF ever.
The prior record was held by the first Gold ETF which took over 2 years to hit that mark after launching in Nov 2004. $IBIT $GLD Source: Charlie Bilello
Some interesting quotes by Donald Trump about rates, the dollar, macro and gold thru Ronnie Stoeferle:
- "I am a low interest rate person. If we raise interest rates and if the dollar starts getting too strong, we're going to have some very major problems." - "This is the United States government. First of all, you never have to default because you print the money." - "The Dollar is too strong. Our companies can’t compete with them now because our currency is too strong. And it’s killing us." - "The golden rule of negotiation: He who has the gold makes the rules." - "We used to have a very, very solid country because it was based on a gold standard. We don’t have the gold. Other places have the gold." - "I have been complaining about currency devaluations for a long time. I believe that we will all eventually, and probably sooner than people understand or think, be on a level playing field because that’s the only way its fair."
