Investing a Lump Sum at All-Time Highs
"The math tells you the stock market is up three out of every four years, on average, and investing at all-time highs offers slightly above average results. Those are pretty good odds." Source: Ritholtz Wealth
No words...
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Everybody knows about the Mag7. But have you heard about the "Unprofitable 858" ???
Meme stocks and YOLO bets are back and fuelling the market’s rally. Shares of unprofitable companies have outperformed since April, and investors are now speculating like it’s 2021 again... Source: HolgerZ, WSJ
$JPM JPMorgan has outperformed 5 of the Magnificent 7 over the last 5 years.
Source: Koyfin
JUST IN 🚨: EXTREME GREED RETURNS to the Stock Market for the first time this year 🥳🤑
This is the highest reading since March 2024! Congrats everyone, we did it ! Source: Barchart
Mind the gap... US exceptionalism explained in one chart
US stocks remain expensive vs. the rest of the world but this is justified by strong profitability versus global peers Source: Blackrock thru Mike Zaccardi, CFA, CMT, MBA
If you follow and believe in the Presidential Cycle..
Source: Nautilus Research through RBC
‼️ New listing volume in Hong Kong Stock Exchange jumped around eight times to $14 billion in the first half of this year.
▶️ The frenzy came after years of lackluster IPO activity in the city. ▶️The renewed interest is fueled by a confluence of factors, including Beijing’s regulatory tailwinds, lackluster A-share listings and delisting fears in U.S. markets. https://lnkd.in/eK4PnfUQ Source: CNBC
