US stock market analysis

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
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🚨Japan and the US long-term government bond yields are rising again

🚨Japan and the US long-term government bond yields are rising again

Investors should continuously watch the US and the Japanese bond markets

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🚨Hedge funds are betting on a market pullback

🚨Hedge funds are betting on a market pullback

Hedge funds' long/short ratio fell to the lowest level in over 18 months

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US executives are selling their own shares at the fastest pace in months

US executives are selling their own shares at the fastest pace in months

What do US insiders know?

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Retail investors' frenzy continues

Retail investors' frenzy continues

Mom-and-pop investors are speculating as never before

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⚠️CHART OF THE WEEK: Global stock market cap to GDP is growing

⚠️CHART OF THE WEEK: Global stock market cap to GDP is growing

Valuations are pushing into rare territory

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⚠️CHART OF THE WEEK: Foreigners are dumping US equities

⚠️CHART OF THE WEEK: Foreigners are dumping US equities

Capital is gradually going back home amid historic policy uncertainty.

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US stock market analysisUS stock market analysis
Retail investors are on a buying spree

Retail investors are on a buying spree

Individual investors have never been buying more stocks

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US stock market analysisUS stock market analysis
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🚨The US Dollar and Treasury yields relationship has broken down

🚨The US Dollar and Treasury yields relationship has broken down

The way of investing has materially changed this year

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⚠️Asian nations have never owned so many US assets.

⚠️Asian nations have never owned so many US assets.

Will they bring the money back home?

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⚠️At what phase of the cycle is the stock market?

⚠️At what phase of the cycle is the stock market?

Oldie but a goodie chart, food for thought

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⚠️Retail investors are underperforming the market for the 5 year straight

⚠️Retail investors are underperforming the market for the 5 year straight

The underperformance would have been even larger if not for the stock market recovery

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🚨BREAKING: US and China agreed to lower tariffs on each other for 90 days

🚨BREAKING: US and China agreed to lower tariffs on each other for 90 days

This is a positive news for the markets, at least short-term

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