⚠️US HOUSEHOLDS STOCK ALLOCATION HIT A NEW RECORD⚠️
Americans' exposure to stocks as a % of financial assets rose to a record 43.4% in Q3 2024.
The percentage has DOUBLED over the last 15 years.
It has now surpassed the 2000 Dot-Com Bubble levels by 5 percentage points. pic.twitter.com/2cegQ67N3s
— Global Markets Investor (@GlobalMktObserv) December 22, 2024
🚨US TECHNOLOGY STOCKS FUNDS HAVE EXPERIENCED MASSIVE OUTFLOWS🚨
Global investors withdrew $1.3 BILLION from US tech funds, in the week ended Dec 18.
Over the last 3 weeks, technology funds outflows have reached $2.5 BILLION.
Is smart money running to the exit? pic.twitter.com/N1FVRXlOik
— Global Markets Investor (@GlobalMktObserv) December 22, 2024
The valuation spread between the US and the rest of the world are unlikely to persist indefinitely and are long overdue for a reversal in my view.
This shift is poised to become one of the most significant trends for investors in the coming decade in my opinion. pic.twitter.com/C9c4i0GljY— Otavio (Tavi) Costa (@TaviCosta) December 22, 2024
Crises always hit when global liquidity is past the mid way point. This supports the 1929 theory where we see a major pullback in Jan 2025, followed by a 6 month recovery before the real crisis begins mid 2025.
If true then Dec 5, 2024 marked the very top of the Dow Jones $DJI https://t.co/RkcFxJ0OGq pic.twitter.com/XL9sDqcLwL
— Financelot (@FinanceLancelot) December 23, 2024
🚨US LABOR MARKET LOST JOBS IN Q2 2024🚨
The 442,000 jobs allegedly created in Q2 will be REVISED DOWN to negative, according to the Philadelphia Fed.
Fed analysis revealed that nonfarm payrolls FELL by 0.1% in Q2 instead of growing 1.1% as reported.👇https://t.co/0cN7KRCVDe
— Global Markets Investor (@GlobalMktObserv) December 23, 2024