Featured this chart in last week's ChartStorm, and I think the bigger point (rather than being a wow-chart) is the flows-dollar-performance feedback loops that have been a major tailwind for US stocks over the past decade+ being at risk of reversing… https://t.co/D463XAlmuG pic.twitter.com/GiFq2fi1jC
— Callum Thomas (@Callum_Thomas) June 19, 2025
https://twitter.com/Barchart/status/1935794760297353525
This is incredible:
A net 31% of institutional investors are underweight the US Dollar, the most in 20 years, per Bank of America.
This has declined by ~52 percentage points over the last 5 months.
Furthermore, asset managers and leveraged funds' net positioning on the US… pic.twitter.com/jkItTPsTaK
— The Kobeissi Letter (@KobeissiLetter) June 19, 2025