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US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.
Source: @GlobalMktObserv
Tech Stocks relative to M2 Money Supply Dot Com Bubble vs. Now
source : barchart
Hedge Funds are loading up on Utility Stocks at the fastest pace in 5 years
source : barchart
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
The long-term story of the S&P 500 — through the war, the fear, the crisis
source : s&p, bloomberg
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
This is what typically has happened in the past to the SP500 after major conflicts have arisen.
Source: fxevolution @fxevolution
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