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According to Bloomberg, “around $1
trillion was pulled from active equity mutual funds over the
year, marking an 11th year of net outflows, while passive
equity exchange-traded funds got more than $600 billion.”
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00:01 - 31/12/25
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The
bottom three quartiles of consumers are still having a tough
time in this K-shaped economy
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30 million US households (54% of
primary mortgage-holders) have mortgage rates below 4%. This
is still the #1 factor driving the limited housing supply as
many of these homeowners can't afford to move...
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We
keep hearing about the Mag 7 carrying the market this year.
I reality, only 2 are outperforming the S&P 500.
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Financial conditions remain relatively loose, per Goldman
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