4 Jun 2025
Yesterday, Nvidia $NVDA became the world's most valuable company at $3.444 Trillion, surpassing Microsoft $MSFT
Source: Companies Market Cap
4 Jun 2025
In case you missed it... The MSCI All Country World Index (iShares MSCI ACWI ETF) hit an ALL-TIME HIGH yesterday...
#taco #tuesday Source: Mike Zaccardi, CFA, CMT, MBA
4 Jun 2025
Credit Card debt at all-time highs? Party on.
#visa #mastercard $V $MA Source: Trendspider
4 Jun 2025
European markets have outperformed the US this year.
Poland, the Czech Republic, and Austria have grown their market capitalization by 44%, 36%, and 33%, respectively. Next are Hungary, Spain, Luxembourg, Greece, and Germany. The US has been flat. Source: Global Markets Investor
3 Jun 2025
Systematic US equity exposure remains low, according to data from Goldman Sachs, i,.e they will be forced buyers if the rally continues 🚀
Source: Markets & Mayhem @Mayhem4Markets on X, Goldman Sachs
3 Jun 2025
Companies with major pricing power
NB: These are NOT investment recommendations
3 Jun 2025
Do you remember when the vast majority of investment banks cut aggressively their year-end target on the S&P500?
This was right BEFORE one of the best month ever for the S&P 500...
2 Jun 2025
⚠️Despite US stocks outperformance in May, this is one of the WORST years for the US stock market in history:
The S&P 500 has UNDERPERFORMED World stocks excluding the US by 12 percentage points year-to-date, the most in 32 YEARS. Source: Bloomberg, Global Markets Investor
