The US stock market IS the global stock market

Goldman's sentiment indicator is very stretched to the long side, illustrating yet another view that indicates this market has a fatter left tail due to lopsided positioning

Hedge funds are ramping up exposure to health care, per Goldman

US Credit Card debt hit a record $1.17 trillion in the 3rd quarter, rising 8% over the last year.

Shale growth seen decelerating in 2024 and 2025 after robust gains in 2023.