11 Jul 2025
BofA private clients: 64% stocks, highest since March 2022
10.7% cash, lowest since October 2021 (Hartnett) Source: Mike Zaccardi, CFA, CMT, MBA
11 Jul 2025
Investors are now buying stocks on margin at levels never seen before in history
Source: Barchart
11 Jul 2025
The importance of having a plan
Source: Mindful Maven on X
2 Jul 2025
This is counterintuitive: It's safer to invest when the sp500 is at an all-time high...
Source: @MikeZaccardi on X
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
