30 Jun 2025
This chart from, BNP / EPFR indicates that the strong outperformance of European stocks this year was primarily driven by US investors shifting their investments into Europe.
In contrast, European investors made only modest shifts. Source: HolgerZ
30 Jun 2025
The top 3 country equity ETFs so far in 2025:
1) Poland $EPOL: +54.5% 2) Greece $GREK: +52.2% 3) Austria $EWO: +42.6% Source: Charlie Bilello
30 Jun 2025
Current SP500 bull market vs. history by Grant Hawkridge on X
The S&P 500 is up 72.6% over 678 trading days since the 2022 low, below the average bull market gain of 153.7% over 1,145 days. We’re now in year 3, a phase that’s historically flat and choppy. This bull isn’t young, but it’s not stretched either. History still favors more upside… just not in a straight line.
30 Jun 2025
The GOATs of investing
Annual outperformance vs. sp500 / number of years (track record)
30 Jun 2025
It would be great to see more new all-time-highs at the stock level. It would be great to see more new all-time-highs at the stock level.
Market breadth should confirm market action at the headline level
26 Jun 2025
The last two golden crosses on $QQQ did not disappoint...
What do we have in store this time around? Source: Trend Spider
26 Jun 2025
Nasdaq seasonality in July is something else
Source: zerohedge
26 Jun 2025
$QQQ Nasdaq 100 Fibonacci extensions, just in case the party keeps going above ATHs.
Source: Trend Spider
