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The share of US consumers expecting higher stock prices over the next 12 months hit 51.4%, the highest on record.
This is even higher than the previous records seen in 2018 and 2000 before the Dot-Com bubble peaked. The percentage has more than DOUBLED over the last 2 years as the stock market has seen one of the largest gains this century. The S&P 500 is now up 40% over the last 12 months marking its 4th best performance since 2000. Stock market sentiment has never been so euphoric. Source: The Kobeissi letter
Warren Buffett once said: 'My success over 58 years was mainly the result of “about a dozen truly good decisions."
Source: Compounding Quality
Buybacks vs dividends... which one you intend to favour going forward?
Source chart: BofA
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