Consumers are still bullish

Consumers are still bullish

The U.S. consumer is incredibly bullish on the stock market. On the latest survey from the Conference board, which asks 3000 Americans about how the feel about thr stock market, 56.4% believe the market will be higher over the next 12 months.

By: Gustavo A. Cano

Sector saturation

Sector saturation

2024 has been the year of the magnificent 7. 55% of the MSCI World gains on market cap is due to those 7 stocks. The question is, of course, if this is this sustainable going into 2025 and what would be the price in terms of volatility or drawdown that investors will pay when this phenomenon is unwound.

By: Gustavo A. Cano

Insiders are cashing out

Insiders are cashing out

BREAKING: Corporate executives are now selling their stock at record levels, with the ratio of sellers to buyers hitting 6x. Why are insiders cashing out?

By: Charles-Henry Monchau CFA, CMT, CAIA

Consumer inflation increases again

Consumer inflation increases again

For the second month in a row, consumer inflation increased in November. The Consumer Price Index increased to 2.7% in November, compared to 2.6% the previous month, on a year-over-year basis.

By: Robert Spendlove