S&P 500

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOGlobal Stock MarketsCentral BanksSouth KoreaGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
US stock market analysisUS stock market analysis
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South Korean stocks entered a technical bear market

South Korean stocks entered a technical bear market

Meanwhile, US options markets are increasingly pricing in the risk of a market correction

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+2+2
Is the AI chip boom starting to lose momentum?

Is the AI chip boom starting to lose momentum?

The AI infrastructure trade may be entering a period of demand reality checks

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+2+2
Cracks in global tech stocks are intensifying

Cracks in global tech stocks are intensifying

A tech selloff is spreading from Asia to the US

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Global Markets Investor
US stock market analysisUS stock market analysis
+6+6
Foreign appetite for US Treasuries and equities is fragile

Foreign appetite for US Treasuries and equities is fragile

Demand for US assets evaporates every time an adverse event occurs.

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️️The S&P 500 might be heading for tough months ahead

⚠️️The S&P 500 might be heading for tough months ahead

Despite solid year-to-date performance, the US is still historically underperforming the rest of the world

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
🚨US technology stocks capital spending is exploding

🚨US technology stocks capital spending is exploding

Is this sustainable and will it pay off?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

Over the last 25 years, the market has seen only a few occurrences of such extremes

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️OpenAI looks massively overhyped and overvalued

⚠️OpenAI looks massively overhyped and overvalued

The valuation of the company that developed ChatGPT has grown far beyond reasonable levels.

Global Markets Investor
Global Markets Investor
GoldGold
+2+2
🔥The rush for gold and silver is unprecedented

🔥The rush for gold and silver is unprecedented

Is the mainstream waking up to gold as an investment asset?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
!!️World markets have almost never been this expensive

!!️World markets have almost never been this expensive

Over the next decade we will likely see lower than average annual returns

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️The Nasdaq 100 has seen such a streak only during the Dot-Com Bubble

⚠️The Nasdaq 100 has seen such a streak only during the Dot-Com Bubble

Market volatility has been muted in recent weeks

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️US corporate executives are extremely bearish

⚠️US corporate executives are extremely bearish

Insiders are dumping their own stocks at a record pace

Global Markets Investor
Global Markets Investor