Daily Charts - USA vs the World
1.USA vs the World
If you buy an index fund on the MSCI World index (Developed markets), only about 25% of that fund will be invested in the "world"
No wonder investors seem to have an attitude of why bother with global (or even non-tech stocks for that matter)
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2."Macro Risk Sandwich" 🥪
Huh?
Yup, big thing for 2025:
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3.Tech is Extreme Expensive
Non-Tech is non-cheap
Have a hmm: $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $SPDR S&P 500 ETF Trust(SPY)$
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4.Fund manager cash allocations
-lightest since 2021
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5.Silver Short Squeeze coming?
More charts on precious metals & miners: $Silver - main 2503(SImain)$
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- KSR·01-22 08:31👍LikeReport