19 Aug 2025
Japan’s Nikkei 225 is finally breaking out to new all-time highs.
It took 35 years to surpass the 1989 highs. Source: J-C Parets
19 Aug 2025
Chinese Stocks jump to highest prices in more than a decade
Source: Barchart
19 Aug 2025
Just 6 companies make up 32.5% of the SP500
Source: Carbon Finance
19 Aug 2025
Warren Buffett's Berkshire Hathaway sold 20 million $AAPL shares last quarter reducing its Apple position's value to just $57.4 billion, the smallest in more than 5 years 🚨🚨
Source: Barchart @Barchart, FT
18 Aug 2025
Last week we have see an interesting sector / size /style rotation within us equities.
The chart below - courtesy of Edward Jones - shows weekly returns for various indexes following the CPI release. Lagging segments of the market appeared to receive a boost from rising expectations of rate cuts. Source: Edward Jones
18 Aug 2025
$RSP (Equal Weight S&P 500) vs $SPY (S&P 500 Worst relative performance since the Global Financial Crisis.
Source: Trend Spider
18 Aug 2025
Fund management is a rough business... especially when you try to beat the sp500
Source: Invest in Assets
15 Aug 2025
The S&P 100 now has 27.2% of its total value in stocks that have a P/E of at least 50.
There is only one company that has a P/E below 10. Source: Jeff Weniger
