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27 Mar 2024

No one holds Russell 2000 (small-caps) stocks any more...

Source: Bob Elliott, BofA, Factset

27 Mar 2024

Do people appreciate how speculative "Small Cap Growth" has become?

The Russell 2000 Growth has 28% in negative earners. Prior to the GFC, negative earners were 15-18% of the index. Even in a depression (2009), it only went up to 26%. How many will "grow" into bankruptcy court? Source: Jeff Weniger

25 Mar 2024

The importance of capital markets for selected economies in one chart

Source: HolgerZ

21 Mar 2024

Powell: " We expect a bit more inflation and higher growth, but... we’re still going to be cutting rates very soon while also slowing down QT..." Mr market:

source: Geiger Capital

21 Mar 2024

BREAKING: The SEC is investigating the ethereum Foundation and wants to define Ethereum as a security.

Source: Radar

18 Mar 2024

HARD ASSETS ARE AT LOWEST RELATIVE TO FINANCIAL ASSETS SINCE 1925...

Source: BofA

13 Mar 2024

Sector weightings are a big reason why international markets have underperformed the US over the last 10-15 years.

US=Tech=Outperformance Source : bespoke

13 Mar 2024

It is about missing the best days, not missing the worst days.

Source: Eugene NG

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