This is absolutely incredible: US Technology, Media, and Telecom (TMT) stocks relative to global TMT stocks have hit an all-time high of 2.0x. This ratio has DOUBLED over the last 5 years. Since the 2008 Financial Crisis, US tech has outperformed its global peers by 5 TIMES.

Could the bond bear market continue for years? Since the 1980s, the 10-year note yield was in a secular downtrend before bottoming at 0.32% in 2020. Subsequently, the yield soared 470 basis points over the next 3 years and hit 5.02% in 2023, driven by elevated inflation. Now,

The share of equities held by people who are at or near retirement age (55+) has climbed to about 80%, up from 60% two decades ago, according to an analysis of Federal Reserve data by Rosenberg Research. And Americans 70 and older now have an "astonishing" 30% share. -----------

Mind-blowing chart: Blackrock raised $641 billion in investor funds in 2024 and now manages a record $11.55 trillion. That's more AUM than the combined market cap of Canada, France, the UK, and Australia.

Microsoft $MSFT CEO Satya Nadella just unveiled 365 Copilot Chat “Making AI more accessible to every employee in every business”

Perplexity Finance will now give you after-hours data too

At the start of the month, the U.S. Dollar was the most overvalued in history according to BoA. And it has continued to rise in value since 🚨

Large cap US stocks are getting larger: The largest 50 stocks' market capitalization to GDP ratio it at a record 110%. This ratio has risen ~40 percentage points since the October 2023 low exceeds the previous peak posted in December 2021. To put this into perspective, this

As promised, Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. Read & discuss on this thread. Link:

Jefferies has ranked the Magnificent 7: 1) $NVDA 2) $GOOG 3) $META 4) $AAPL 5) $AMZN 6) $TSLA 7) $MSFT

DeepSeek – what now? DeepSeek has shaken up the AI space. But what does it really mean for investors? Our latest article breaks down the opportunities, risks and key implications. Check it out below: alphatarget.com/blog/deepseek-…

All you need to know to understand which company will win a technology competition is look at the first and second derivatives of the rate of innovation

Yes, Pl send..

SPX now an even 20x earnings, tech 25x S&P 500 sector valuations..

When will $TSLA stock skyrocket? For NVIDIA, this happened when earnings growth started to grow quarter on quarter. Analyst Cern Basher reveals when Tesla’s earnings will force a stock surge—just like NVIDIA in 2023. Tesla’s AI shift is happening sooner than expected! MUST

I revisit my Tesla valuation from January 2024 (where I valued the stock at $182) and revalue the company with a less soaring EV story, competition from BYD and the backlash to Musk's politics to arrive at a value of about $150 a share. bit.ly/41Q8WNh

Warren Buffett’s protégé quietly turned $70K into $264M — here’s how Ted Weschler, one of the top investment managers at Berkshire Hathaway $BRK-A $BRK-B, grew his retirement account from $70,000 to $264 million over 30 years. His secret? No magic, no shortcuts — just: ✅

Warren Buffett at Berkshire Hathaway's 2025 annual shareholder meeting ⟶ "check your emotions at the door when you invest." #BRK2025 Becky: “Has the recent market volatility presented Berkshire with opportunities?” WEB: “Well, I can give you a good answer to the second part

🔥 Shots fired 🔥 “If it makes a difference to you whether your stocks are down 15%, you need to get a somewhat different investment philosophy… “The world is not going to adapt to you. You are going to have to adapt to the world.” “What has happened in the last 45 days is

US equities are experiencing massive inflows: Investors have poured +$900 billion into US equity funds since November 2024, according to JPMorgan. Inflows accelerated in May and have reached +$450 billion over the last 5 months. Meanwhile, net inflows into fixed income asset