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US stock market analysisUS stock market analysis
US Treasury yields are back at levels that matter for equities

US Treasury yields are back at levels that matter for equities

The US bond market can no longer be ignored

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
Investors are increasingly demanding higher compensation for holding US public debt

Investors are increasingly demanding higher compensation for holding US public debt

How far will US government bond yields increase?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
A rare market signal has arrived

A rare market signal has arrived

Is the market overheated?

Global Markets Investor
Global Markets Investor
US economyUS economy
+4+4
🚨US job market headlines are masking serious underlying weakness

🚨US job market headlines are masking serious underlying weakness

Over a million Americans have lost a job this year

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US options market activity is skyrocketing

US options market activity is skyrocketing

Investors are piling into call and put options at a historic pace

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 gained for the 6th straight week. Weekly market recap, trading week 19/2026

The S&P 500 gained for the 6th straight week. Weekly market recap, trading week 19/2026

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
⚠️CHART OF THE WEEK: Japan is likely selling US Treasuries to defend the yen

⚠️CHART OF THE WEEK: Japan is likely selling US Treasuries to defend the yen

Japanese interventions are adding pressure to the Treasury market

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️Something unusual is happening in the market

⚠️Something unusual is happening in the market

The current assessment of the call options activity, ETF flows, market volatility and investor behavior

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US defensive stocks are more hated than ever

US defensive stocks are more hated than ever

Investors have rarely been this complacent

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US market sentiment entered euphoric levels

US market sentiment entered euphoric levels

Retail is driving the wave while hedge funds remain cautious

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
Hedge funds have rarely been this underweight North American stocks

Hedge funds have rarely been this underweight North American stocks

The current hedge fund market positioning may surprise you

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
Berkshire Hathaway has never held so much cash before

Berkshire Hathaway has never held so much cash before

The company also continues to sell its equity holdings

Global Markets Investor
Global Markets Investor
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