The world is awash in uncertainty; it now exceeds the onset of the pandemic in 2020. Bears must love SPX seasonality for the next 30-40 days.

The world is awash in uncertainty; it now exceeds the onset of the pandemic in 2020. pic.twitter.com/bwkNWbDefU — Diane Swonk (@DianeSwonk) February 16, 2025 Bears must love SPX seasonality for the next 30-40 days. pic.twitter.com/cJOxQ30YCI — BraVoCycles Newsletter (@BraVoCycles) February …

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WHERE ARE WE NOW?

BREAKING: Global investors have pour a record $520 billion into US equities over the last 12 months. This surpasses the previous all time high seen in 2021 by ~$30 billion. By comparison, emerging market stocks saw $220 billion of net …

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