30 Jun 2025
Here’s how the Nasdaq is tracking at 645 days since the release of ChatGPT versus the release of Netscape in December 1994.
Source: Bespoke @bespokeinvest
30 Jun 2025
10 year returns of more than 2,000%
Bitcoin: +44,369% Nvidia: +31,323% AMD: +5,722% Shopify: +3,680% Broadcom: +2,478% Comfort Systems: +2,365% Axon Enterprise: 2,339% Texas Pacific Land: +2,310% MicroStrategy: +2,108%
30 Jun 2025
The GOATs of investing
Annual outperformance vs. sp500 / number of years (track record)
23 Jun 2025
Foreign investors have bought a whopping $128 trillion of US assets over the last 34 years.
Source: BofA
20 Jun 2025
Long-term investing cheat code
Buying SP500 $SPY near the 200-week has basically been free money for 15 years. Wild. Source: Trend Spider
20 Jun 2025
Investors hold very little exposure to energy stocks today, from a relative perspective.
This is often the kind of setup that leads to a meaningful shift in positioning. Source: Otavio (Tavi) Costa @TaviCosta, BofA
17 Jun 2025
US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.
Source: @GlobalMktObserv
16 Jun 2025
The long-term story of the S&P 500 — through the war, the fear, the crisis
source : s&p, bloomberg
