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The S&P
500 is currently on pace for back-to-back years with a total
return above 20%. The last time that happened: 1998-1999.
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00:01 - 02/12/24
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US stocks have been
outperforming international stocks for 16 years running, and
by a huge margin. The result: we're now more than 3 standard
deviations above the mean in terms of historical US
outperformance
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European bond issuance has reached a
record-breaking €1.705 trillion this year, passing the
high-water mark previously set in 2020
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To reap
the biggest rewards you must be able to take the painful
hits and keep moving forward. Which is why the ultimate
superpower in investing is being good at suffering.
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Short positioning in 5-year note
futures is becoming quite extended, per CoT data
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