Reciprocal Tariffs are out
Ugly looking US equities Q12025 return. MSCI ACWI ex US return +5.29% for the quarter; Bloomberg Aggregate Bond +2.78% for Q1 2025.
Q1 2025 Hedge Fund Returns
S&P500 still expensive despite pullback
Freddie Mac serious delinquency rates on mortgages climbs to record high exceeding GFC
Past 5 year sharpe ratio for different indexs
Premium for Mag 7 contracted
The Atlanta Fed Q1 GDP tracker has plunged to -1.5% from +2.3% in one of the steepest declines the index has ever seen.
Gold prices follows M2 money supply
Free cash flow yield at its lowest level over the past 20 years.
Retail flock to tech stock. Might see opportunities to short/ put as retail investor sell to pay capital gain tax.
Gold about to enter a bull cycle fueled by distrust of US dollar and debt
Retail Investor Flow all time high. Exuberance signals end to bull market.
The argument to rent over buying has never been stronger
S&P 500 subsequent 10 year return not attractive
Dow Suffers Worst Losing Streak In Nearly 50 Years
Money Manager David Giroux interview: why fixed income looks more attractive than equities for 2025
S&P 500 Price to book, brings us so close to being the most expensive market of the modern era
How One of the World’s Richest Men Is Avoiding $8 Billion in Taxes
Should I buy Google in the money call option?
Are European Central Banks Secretly Moving Towards a Gold Standard?
Tax Cheat Sheets!
JP Morgan Private Bank vs JP Morgan Wealth Management Compensation Structure
