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The outperformance of US vs global equities is near an all-time high

00:01 - 02/01/24

The rise of the Mag 7 has led to a very high market cap concentration in the S&P 500

The correlation between stocks and bonds is back to 90% over a 20 trading day period

Central banks have done a fantastic job conditioning market participants to buy every dip, because they are always there to rescue the financial system

Buying the dip worked well in 2023 and 2021. The strategy was also a huge winner in 2020