Gold consecutive weekly gains
Source: Win Smart
Gold has officially hit the highest level EVER on an inflation-adjusted basis
This is why they call Gold an inflation hedge. Source: Bravos Research
2025 US earnings estimates are tracking above the typical path.
Source: Goldman Sachs via @MikeZaccardi
The success of Chinese artificial intelligence (AI) start-up DeepSeek is prompting investors to reassess the nation’s technology companies.
The Hang Seng Tech Index, whose biggest members include Tencent Holdings, Alibaba Group Holding and Xiaomi, approached a four-month high on Thursday, after rallying more than 10 per cent over the past two weeks, while the broader Hang Seng Index climbed about 6 per cent. As shown on the chart below, the valuation gap between Chinese stocks and the Mag7 remains massive. Source: Compounding Quality @finvibe
Commodities are enjoying a strong start to 2025
source : markets&mayhem
Israel continues to be a leader this bull market.
That's another new all-time weekly closing high for the Tel Aviv 125 Index. Source: J.C. Parets @allstarcharts
Not an AI or Tech Company 🐣
Egg prices are outperforming a lots of stocks including technology stocks, now up +700% since January 2024.
Stock Market Sentiment: Fear Amidst Gains?
Despite trading in the green for two consecutive days and sitting just 1.1% away from all-time highs, market sentiment remains cautious. Fear still lingers. source : cnnsentiment
