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JapanJapan
+1+1
🔴Japanese long-term government bond yields are trading at multi-year highs

🔴Japanese long-term government bond yields are trading at multi-year highs

Japanese government bonds are selling-off again

Global Markets Investor
Global Markets Investor
US economyUS economy
+5+5
⚠️US job market continues to deteriorate

⚠️US job market continues to deteriorate

The jobs report for September has not been released yet due to the government shutdown, but other data show a bleak picture of the labor market.

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks finished higher amid weakening job market. Weekly market recap, trading week 40/2025

US stocks finished higher amid weakening job market. Weekly market recap, trading week 40/2025

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

Global Markets Investor
Global Markets Investor
US economyUS economy
⚠️CHART OF THE WEEK: US wages have been declining this century

⚠️CHART OF THE WEEK: US wages have been declining this century

Salary growth adjusted for an alternative inflation metric has materially declined.

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
🚨 US stock market valuations are hitting historic extremes.

🚨 US stock market valuations are hitting historic extremes.

A few metrics beautifully compiled by @AugurInfinity show the market is more expensive than nearly any point over the last 100 years

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
US stocks face one of their worst years in history alongside historic valuations.

US stocks face one of their worst years in history alongside historic valuations.

Time for an asset class performance review as of Q3 2025

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
⚠️Portfolio performance review as of September 2025

⚠️Portfolio performance review as of September 2025

Assessment of my long-term investment portfolio as of September 2025

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
🔴US government shutdowns can last for weeks

🔴US government shutdowns can last for weeks

The uncertainty would impact markets in the short-term

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
🔴Global central banks are cutting interest rates as if there is a recession

🔴Global central banks are cutting interest rates as if there is a recession

Will they prevent a global economic downturn?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️This is one of the most expensive markets in history:

⚠️This is one of the most expensive markets in history:

The S&P 500 is overvalued on 19 of 20 selected metrics

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks finished lower dragged by tech. Weekly market recap, trading week 39/2025

US stocks finished lower dragged by tech. Weekly market recap, trading week 39/2025

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

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
⚠️CHART OF THE WEEK: Global Money Supply is rising

⚠️CHART OF THE WEEK: Global Money Supply is rising

This is driven particularly by China and the US

Global Markets Investor
Global Markets Investor
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