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🔥Global Markets Investor has moved!
Find old and new content on Beehiiv
Feb 11
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Global Markets Investor
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🔥Global Markets Investor has moved!
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S&P 500 fell for the 2nd straight week amid tariff uncertainty. Weekly market recap, trading week 06/2025
Summary of the trading week using the most popular posts from the X platform
Feb 9
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S&P 500 fell for the 2nd straight week amid tariff uncertainty. Weekly market recap, trading week 06/2025
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⚠️CHART OF THE WEEK: US interest payments on public debt will rise by at least another $100 billion in 2025
The US Government needs lower interest rates more than anyone.
Feb 8
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⚠️CHART OF THE WEEK: US interest payments on public debt will rise by at least another $100 billion in 2025
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⚠️Retail investors have never been more euphoric about US stocks
The current retail mania has largely exceeded the 2021 meme stock craziness
Feb 7
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⚠️Retail investors have never been more euphoric about US stocks
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⚠️Tariffs concerns among the S&P 500 companies are rising
The number of S&P 500 firms mentioning tariffs on their earnings calls hit an all-time high.
Feb 6
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⚠️Tariffs concerns among the S&P 500 companies are rising
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⁉️Will tariffs limit economic growth, lift inflation and volatility in the markets⁉️
Brief explainer of the trade war 2.0 and its potential impact on the markets and the global economy
Feb 5
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⁉️Will tariffs limit economic growth, lift inflation and volatility in the markets⁉️
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⚠️US market concentration bubble has never been bigger
Another metric showing extreme concentration in the US stock market
Feb 4
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⚠️US market concentration bubble has never been bigger
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⚠️Portfolio performance review for January 2025
Assessment of my long-term investment portfolio as of January 2025
Feb 3
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⚠️Portfolio performance review for January 2025
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S&P 500 declined last week spurred by US tariffs headlines. Weekly market recap, trading week 05/2025
Summary of the trading week using the most popular posts from the X platform
Feb 2
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Global Markets Investor
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S&P 500 declined last week spurred by US tariffs headlines. Weekly market recap, trading week 05/2025
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⚠️CHART OF THE WEEK: Retail investors are buying NVIDIA stock like never before
Mom-and-pop investors bought a huge amount of NVIDIA stock this week despite the drop
Feb 1
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⚠️CHART OF THE WEEK: Retail investors are buying NVIDIA stock like never before
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January 2025
‼️The Federal Reserve is not in a hurry to cut rates further - for now
The Fed kept they rates unchanged in the first meeting of 2024
Jan 31
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‼️The Federal Reserve is not in a hurry to cut rates further - for now
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🔥Gold is saying the money destruction will continue
Gold prices hit a new record on Thursday
Jan 30
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Global Markets Investor
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🔥Gold is saying the money destruction will continue
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