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There is no better teacher than history in determining the future, Charlie Munger once said. If that is the case, investing is a no-brainer. Just put your money into an S&P 500 ETF.  The US has been the best-performing of the major stock markets over last 124yrs. After inflation

00:01 - 01/03/24

 

 

 

Excluding the NASDAQ 100, S&P 500 earnings are largely flat to down over the last two years  - Source: Societe Generale

 

 

 

US GDP "Grew" $334 Billion In Q4... That Growth Cost $834 Billion In Debt

 

 

 

Call skew remains stretched at an extreme, suggesting market participants are only worried about missing upside and have little concern about downside risks

 

 

 

Copper bulls are targeting higher prices, particularly as we head into 2025

 

 

 

 

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