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Active Managers are leveraged long
equities (>100% exposure) for the first time since July
2024. Back then, we saw a 10% correction in the S&P 500
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00:01 - 11/11/25
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The Magnificent 7 make up a
record 35.9% of the S&P 500's market cap ... but just 26.8%
of its profits
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The median age of a
first-time home buyer in the US has moved up to 40 from 31 a
decade ago. The housing affordability crisis is delaying the
American Dream for an entire generation
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Is AI eating entry level jobs?
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Oh boy. US companies announced the most job cuts in
an October since 2003, per Challenger
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