1. IMPORTANT WEEKLY ANALYSIS

US stock market analysisJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Will US stocks underperform the rest of the world for the remainder of the year?

Will US stocks underperform the rest of the world for the remainder of the year?

Time for an asset class performance review for Q1 2025

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨Is the United States going to default on its public debt?

🚨Is the United States going to default on its public debt?

What is a Mar-a-Lago Accord and how it could reshape the global financial system?

Global Markets Investor
Global Markets Investor
US economyUS economy
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🚨US layoffs are surging at a recessionary pace

🚨US layoffs are surging at a recessionary pace

February job report showed a lot of labor market weakness

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
🚨What is happening with the US consumer sentiment?

🚨What is happening with the US consumer sentiment?

Americans' economic outlook is rapidly shifting, and this is not a good sign

Global Markets Investor
Global Markets Investor
US economyUS economy
+6+6
!!️The US job report for January was a complete mess

!!️The US job report for January was a complete mess

Despite the last two months' positive revisions, the US job market is likely to deteriorate further

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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⚠️The US stock market is priced in for perfection and almost every investor believes in it
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⚠️The US stock market is priced in for perfection and almost every investor believes in it

The next important test for the markets is coming during the last week of January

US stock market analysisUS stock market analysis
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What the US stock market valuations are telling us?
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What the US stock market valuations are telling us?

The recent market events are truly unprecedented

US stock market analysisUS stock market analysis
+1+1
Nothing changes sentiment like price
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Nothing changes sentiment like price

Is this the most euphoric market in modern history? Let's find out

1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
US household debt hit a new record of $17.94 trillion in Q3 2024.
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US household debt hit a new record of $17.94 trillion in Q3 2024.

What is the true shape of the US consumers' finances?

1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
US households believe the economy is in a recession, but why?
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US households believe the economy is in a recession, but why?

This is extremely concerning as consumption accounts for ~70% of GDP

US economyUS economy
+7+7
How dangerous the US debt crisis has become? Part 1/2
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How dangerous the US debt crisis has become? Part 1/2

The US government is spending as if the economy is in a recession. What are the consequences for ordinary people, taxpayers, savers, and investors?