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US stock market analysisUS stock market analysis
⚠️ This is the biggest US market concentration since before the Great Depression

⚠️ This is the biggest US market concentration since before the Great Depression

Valuations are also sky-high

Global Markets Investor
Global Markets Investor
The FedThe Fed
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🚨The US labor market just saw the biggest downward revision on record

🚨The US labor market just saw the biggest downward revision on record

The US job market is falling apart

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
⚠️August's US jobs report was the weakest in years

⚠️August's US jobs report was the weakest in years

Will the stock market notice?

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks finished positive despite the ugly job market data. Weekly market recap, trading week 36/2025

US stocks finished positive despite the ugly job market data. Weekly market recap, trading week 36/2025

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

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️CHART OF THE WEEK: Investors are all-in on US stocks

⚠️CHART OF THE WEEK: Investors are all-in on US stocks

Allocation to US equities has never been greater

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨Global bonds are selling off

🚨Global bonds are selling off

What It Means for Markets, Investors, and Your Wallet

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
🚨The US manufacturing sector remains in recession

🚨The US manufacturing sector remains in recession

Are there any signs of potential improvement?

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️ The US Treasury is running the largest buyback program in its history

⚠️ The US Treasury is running the largest buyback program in its history

The goal is to boost liquidity and improve cash management

Global Markets Investor
Global Markets Investor
US economyUS economy
US commercial real estate market crisis is getting worse

US commercial real estate market crisis is getting worse

Will this have an impact on the broader economy?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️US is one of the worst performing equity markets this year

⚠️US is one of the worst performing equity markets this year

Will this underperformance last for years?

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks fell slightly last week driven by Tech. Weekly market recap, trading week 35/2025

US stocks fell slightly last week driven by Tech. Weekly market recap, trading week 35/2025

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

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

⚠️Portfolio performance review as of August 2025

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

Global Markets Investor
Global Markets Investor
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