⚠️Most investors are all-in on US stocks
US households, mutual funds, pension funds and foreign investors have never been more bullish
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US households, mutual funds, pension funds and foreign investors' financial allocation to stocks hit a record 54%.
This exceeded the Dot-Com Bubble peak by 3 percentage points.
At the same time, debt instruments (bonds and others) and cash allocation are near all-time lows.
Investors' exposure to US stocks has never been greater.
Read more about the sentiment and valuations below.
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