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Interesting analog regarding Trump 1.0 vs Trump 2.0 from NDR.
S&P 500 rallied after both elections.
$1.1 trillion into US stocks so far in the roaring 20s.
Source: BofA via @ackmeni via Mike Zaccardi, CFA, CMT, MBA
🚨INSTITUTIONAL INVESTORS HAVE NEVER BEEN MORE BULLISH🚨
Asset managers, leveraged funds and other investors net LONG positioning in the S&P 500 exceeded 240,000 contracts, the most on record. This is DOUBLE the amount seen in 2021 before the bear market started. Euphoria is an understatement. Source: Global Markets Investor
OUCH! French stocks are set for their worst under-performance against European peers since 2010 as a budget standoff threatens to topple the govt.
Source: BBG, HolgerZ
On an inflation-adjusted basis, including dividends, European stocks are up 2% in the last 17 years.
Source: Mike Zaccardi, CFA, CMT, MBA
Wow! JPMorgan's S&P 500 target for the end of 2024 was 4,200. For 2025, it's now 6,500
Source: Trend Spider
US households have not been this giddy on stocks in decades.
Source: The Daily Shot
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