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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
The long-term story of the S&P 500 — through the war, the fear, the crisis
source : s&p, bloomberg
The Importance of Starting Your Investing Journey As Early As Possible
Source: Dividend Growth Investor
According to the aggregate strategic asset allocation of family offices published in the latest UBS Global Family Office Report, gold is NOT a crowded trade, far from it...
I don't see an allocation to bitcoin either by the way. file:///C:/Users/cmonchau/Downloads/global-family-office-report-desktop2025.pdf
Why you need to invest, in one chart...
Source: Charlie Bilello
Welcome to panic-driven buying!
Going into this week: * Hedge funds just hit 100th percentile gross leverage * Biggest 6-week positioning jump since 2020. * Net buying at +2.5 SD (largest since Dec ’21) * Put protection near multi-year lows * "Offers wanted" floods GS desk This isn’t cautious buying—it’s panic-driven chase mode. Source: The Market Ear
Sometimes we need to be careful with magazine cover page.
Or use them as contrarian indicator?
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