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The rise in the relative size of the US equity market has
reflected the dominance of the US economy. But US equity
valuations have become stretched, implying US
‘exceptionalism’ is already expected to continue well into
the future, Goldman says |
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00:01 - 04/07/24 |
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Weight of the top 10 stocks in the S&P 500 has spiked to
~34%, the most in the entire history |
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In the last 4 instances when the % Yield Curve Inversion has
gone above 70% and then back to 50%, we saw massive
drawdowns for the index. |
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Apple's Price to Sales ratio just moved above 9, the highest
valuation level in company history |
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Japanese Yen collapse continues and is on track for a fresh
38-year low against the U.S. Dollar |
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