BREAKING: Procure Space, $UFO led the ETF industry in percentage growth last week.
Its weekly net inflows amounted to 18% of AUM, or $40.9 million. Space surged +7.9% higher week-over-week and is now up +22.5% YTD in 2026. Source: Hedgeye on X
A (bearish) contrarian call?
January’s Fund Manager Survey is most bullish since Jul2021: expectations for global growth have jumped, cash levels have fallen to a record low of 3.2%, and protection against equity sell-off is at its lowest since Jan2018. BofA’s Bull & Bear Indicator flashing extreme optimism at 9.4. Source. HolgerZ, BofA
BlackRock is eating the world. Total assets under management hit a record $14 TRILLION after the firm pulled in $342bn of client money in Q4 alone.
Source: HolgerZ, Bloomberg
$7.8 Trillion is now sitting in Money Market Funds, a new all-time high
Source: Barchart
Stocks keep making new highs, but commodities are telling a very different story.
The relative performance of commodities versus the S&P 500 is sitting near levels that have only shown up a few times in history. Those gaps didn’t last forever Source: SentimenTrader
BREAKING: U.S. stock market has wiped out $650 billion in market value this week.
Nasdaq -1.40% Dow -1.21% S&P 500 -1% While Bitcoin is up 7%. BTC has added $130 billion, and the total crypto market has added $190 billion this week. Remember the stocks are at all time high, while Bitcoin is still down -23% from its ATH of $126k. Source: Bull Theory
According to technical models, hashtag#silver $SLV should’ve stopped about 47 trendlines ago...
Source: Trend Spider
Hear that sound? Over $20 trillion in market cap quietly breaking down to new 4-month lows relative to the S&P500.
Source: J-C Parets
