According to @psarofagis, European stocks have started the year strong, outperforming US counterparts. Despite this, investment flows into European ETFs remain under a billion dollars, indicating limited investor interest. The trend needs to continue for at least six months to attract significant investor attention.

According to The Kobeissi Letter, the market capitalization of US stocks relative to the US M2 money supply has reached 289%, marking its highest point since the 2000 Dot-Com Bubble. This ratio has increased by approximately 100 percentage points over the last two years. This rapid rise in the ratio may influence trading strategies as it suggests a potential overvaluation in the stock market, akin to conditions preceding past market corrections.

According to The Kobeissi Letter, the market capitalization of US stocks relative to the M2 money supply has reached 289%, marking the highest level since the Dot-Com Bubble of 2000. Over the past two years, this ratio has surged by approximately 100 percentage points, signaling a significant increase in stock valuation compared to money supply. This rapid rise could have implications for traders, as similar patterns were seen during the late 1990s over a longer period of three years.

According to The Kobeissi Letter, current bullish sentiment has driven a record 54% of financial assets to be allocated to US stocks, nearly doubling the levels from 2008. This shift sees debt investments at a historic low of 18%, and equity allocation surpassing the peak of the 2001 Dot-Com bubble, presenting significant trading implications.

According to The Kobeissi Letter, a record 54% of financial assets are now allocated to US stocks, a level nearly double that of 2008. This indicates a strong bullish sentiment in equity markets, with equity allocation surpassing the peak seen during the 2001 Dot-Com bubble. Meanwhile, investments in debt have fallen to a record low of 18%, highlighting a significant shift in asset allocation strategies. This could suggest increased confidence in equity performance and potential volatility in debt markets.

According to The Kobeissi Letter, over $448 billion has flowed into US stocks in 2024, marking a record inflow attributed to the growth of big tech. For the past two years, market dips have been consistently seen as buying opportunities, particularly in the tech sector. As trade tensions and AI disruptions continue, retail investors are maintaining their strategy of investing in big tech despite potential market volatility.

According to The Kobeissi Letter, a record $448+ billion flowed into US stocks in 2024, highlighting the continued investment opportunities as big tech's dominance has increased. Over the past two years, market dips have been seen as buying opportunities, and retail investors are expected to continue this trend amidst ongoing trade wars and AI disruptions.