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Goldman's basket of Ukraine reconstruction beneficiaries has dramatically outperformed defence stocks since Trump's election.
It's composed of industrials/infrastructure stocks. Source: www.zerohedge.com, Goldman
GameStop surged +20% on news it is considering buying Bitcoin with its $4.6 BILLION cash balance.
Source: Radar 𝘸 Archie
⚠️Retail investors have never been more EUPHORIC on US stocks:
Mom-and-pop investors bought a record $12 BILLION equities in the 1st week of February 👇 Roughly 70% went to Magnificent 7 ‼️ 🚨 Meanwhile, institutional investors have been selling over the last few weeks! Source: Global Markets Investors, JP Morgan
Here's how Chinese stocks have done since they all told you that Chinese stocks were going to crash because of something they're calling "Tariffs"
Source: J-C Parets
Monday and Friday have been quite bad for stocks so far in 2025.
The other three days have been solid. Source: Ryan Detrick, Carson
Is AI hype a bubble or the next big thing?
Magnificent 7 stocks are 30 TIMES higher than where they were 10 years ago, exceeding gains of other historical manias. The Nasdaq 100 rose 12x in 10 years before the 2000 Dot-Com Bubble popped. The Nikkei 225 rose 10x in a decade during the Japanese bubble of the 1980s. Furthermore, Gold saw a 15x increase in price in the 1970s before its peak. Lastly, Nifty Fifty stock prices rose 5x in the 1960s before the bull market ended in 1969. Will AI live up to the historically high expectations? Source: The Kobeissi Letter
2025 could be a great year for IPOS
9 potential IPOs for 2025 by WOLF Wolf Financial
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