
Sharing thoughts about the world's financial markets. If it helps you navigate this ever-changing market developments you may consider becoming a premium subscriber: MOVED TO BEEHIIV https://globalmarketsinvestor.beehiiv.com/
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I have moved all the content to Beehiiv as announced last week.
https://globalmarketsinvestor.beehiiv.com/
The move has been initiated to improve the content quality and accelerate growth. Notably, the migration SHOULD NOT impact your sub...
Summary of the trading week using the most popular posts from the X platform
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US interest costs reached a record $1.2 trillion over the last 12 months and largely exceeded defense spending of $900 billion. Interest expense is now the second-largest outlay of the US governm...
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Retail investors purchased $12 billion in US equities over the last week and broke another record.
Notably, ~70% of these buying went to Magnificent 7 stocks, most to Tesla and NVIDIA.
As a res...
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The number of the S&P 500 firms mentioning tariffs on their earnings calls has exceeded 220 and hit an all-time high in 4Q 2024. This is despite that not every company has reported its results ye...
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The writers behind this newsletter.
MSc in Investment Analysis, UK. Former Equity Research Analyst, worked remotely for Wall Street for nearly 3 years. Almost 10 years of experience in financial markets. CFA Level II Passed. MOVED TO https://globalmarketsinvestor.beehiiv.com/
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