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17 Jun 2025

US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.

Source: @GlobalMktObserv

17 Jun 2025

Tech Stocks relative to M2 Money Supply Dot Com Bubble vs. Now

source : barchart

17 Jun 2025

Hedge Funds are loading up on Utility Stocks at the fastest pace in 5 years

source : barchart

16 Jun 2025

Investors are now “all-in” on equities — with the highest stock allocation on record.

The only time it came close? Right before the Dot-Com bubble burst. 👀 source : goldman sachs, barchart

16 Jun 2025

The long-term story of the S&P 500 — through the war, the fear, the crisis

source : s&p, bloomberg

16 Jun 2025

The S&P 500 recently saw its 7th “near” bear market since WWII, dropping 18.9%.

Historically, after the previous six similar declines, the market rebounded every time — with an average gain of 13.4% over the following year. History doesn’t repeat, but it often rhymes… source : bespoke

16 Jun 2025

The market cap of the S&P 500 is now at $53.7 Trillion

Source: econovisuals

13 Jun 2025

This is what typically has happened in the past to the SP500 after major conflicts have arisen.

Source: fxevolution @fxevolution

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