According to The Kobeissi Letter, hedge funds have become net buyers of US equities for five consecutive days last week, marking the fastest pace of purchasing since November 2024. This shift represents a significant reversal from the previous five weeks of consistent selling, leading to the largest net purchase of US single stocks in over three years. This buying surge could impact stock prices and investor strategies focused on US equities.

According to The Kobeissi Letter, hedge funds became net buyers of US equities for five consecutive days last week at the fastest rate observed since November 2024. This marks a significant shift from the preceding five weeks characterized by net selling activity. As a consequence, US single stocks experienced their most substantial net purchase in over three years, signaling a potential shift in market sentiment and strategy for traders.

According to The Kobeissi Letter, global investors have poured a record $520 billion into US equities over the past 12 months. This amount surpasses the previous all-time high set in 2021 by approximately $30 billion. In contrast, emerging market stocks saw $220 billion in net inflows, marking a 57% decrease compared to the US. This indicates a strong preference for US equities, which could impact trading strategies focused on emerging markets.

According to The Kobeissi Letter, global investors have poured a record $520 billion into US equities over the last 12 months, surpassing the previous all-time high seen in 2021 by approximately $30 billion. This significant inflow highlights the continued confidence in US markets compared to emerging markets, which saw $220 billion of net inflows, 57% less than US equities. This information is critical for traders as it indicates a robust preference for US equities, potentially impacting global asset allocation strategies.

According to @MilkRoadDaily, there is an ongoing discussion with @super_macro regarding the potential for continued growth in crypto and US equities amidst persistent inflation. The analysis covers the current economic cycle and explores the factors contributing to the robust performance of the US economy. The session aims to provide traders with insights into how inflationary pressures may impact investment strategies in these markets. The discussion highlights the importance of monitoring economic indicators and sector-specific trends, backed by the expertise of @super_macro.