US stock market analysis

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US stock market analysisUS stock market analysis
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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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US stock market analysisUS stock market analysis
⚠️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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US stock market analysisUS stock market analysis
🚨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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US stock market analysisUS stock market analysis
⚠️ The US and China concluded their 2-day negotiations in Switzerland.

⚠️ The US and China concluded their 2-day negotiations in Switzerland.

Some additional thoughts about the US-China talks in addition to the market recap

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US stock market analysisUS stock market analysis
🚨Almost the entire world is invested in the US

🚨Almost the entire world is invested in the US

Will this trend reverse?

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⚠️CHART OF THE WEEK: Warren Buffett's Berkshire Hathaway cash balance hit a record $347.7 billion in Q1 2025

⚠️CHART OF THE WEEK: Warren Buffett's Berkshire Hathaway cash balance hit a record $347.7 billion in Q1 2025

The greatest investor of all time is stepping down as CEO by the end 2025 after 55 years

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🚨Is the S&P 500 heading for another leg down?

🚨Is the S&P 500 heading for another leg down?

The market has seen some relief, but fundamentally, nothing has changed.

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US stock market analysisUS stock market analysis
⚠️US stocks are experiencing one of the worst starts to the year in history

⚠️US stocks are experiencing one of the worst starts to the year in history

The US stock market is lagging world stocks

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🚨Is the US stock market headed for a prolonged bear market?

🚨Is the US stock market headed for a prolonged bear market?

Time to revisit the US stock market valuation and concentration metrics

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US stock market analysisUS stock market analysis
⚠️Investors are flying to safety

⚠️Investors are flying to safety

Net inflows into safe-haven funds are sharply rising

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US stock market analysisUS stock market analysis
🚨Appetite for risk has never been greater - this does not going to end well

🚨Appetite for risk has never been greater - this does not going to end well

Global leveraged equity fund inflows are skyrocketing

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