1.Everyone wants American assets.
This is a big turnaround from 2009, where deep in crisis the American financial system went right to the brink.
Good thing that will never happen again.
Right>?? $.SPX(.SPX)$ $.IXIC(.IXIC)$ $.DJI(.DJI)$
2.Defensives.
Delight or Disaster?
2025 Outlook
3."Deep Value"
I've mentioned before:
-nobody likes gold miners...
More metals & miners Charts $Gold - main 2502(GCmain)$
4.US Market Cap to GDP ratio reached an all-time high late last year.
Powering it forward has been a number of forces and factors including globalization of US corporate earnings.
Question is, does this represent a risk signal? or is this simply the new normal...
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