It's not just this year, as we have been saying for years, Europe has been outperforming the U.S. over the past two and a half years since the current bull market began in mid-Oct 2022. That outperformance is now 30 percentage points. It's still not too late to diversity if you

— Jeffrey Kleintop (@JeffreyKleintop)
1:34 PM • Jun 2, 2025

As the correction analog shows below, the S&P 500 continues to follow some of the most bullish historical recoveries from 20% drawdowns. This begs the question: am I too cautious in expecting a sideways range from here? Let’s explore the green shoots.

For one, credit spreads

— Jurrien Timmer (@TimmerFidelity)
6:29 PM • Jun 3, 2025

Chime Financial IPO demand blows past share supply ahead of pricing, exceeding the number of available shares by more than 10 times $CHYM

The fintech company is still expected to price its IPO after Wednesday's market close.

— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
8:26 PM • Jun 9, 2025

Retail investors' "portfolio weights in Mag7 have declined significantly over the past year, from 10% last summer to ~1.5% recently."

-JPMorgan Wu via @LJKawa

— Daily Chartbook (@dailychartbook)
11:00 AM • May 31, 2025

$IBIT just blew through $70b and is now the fastest ETF to ever hit that mark in only 341 days, which is 5x faster than the old record held by GLD of 1,691 days. Nice chart from @JackiWang17

— Eric Balchunas (@EricBalchunas)
3:09 PM • Jun 9, 2025

An all-private-all-the-time world will be a much messier world with even more opportunists and charlatans. Transparency is an investor’s friend. Darkness/obfuscation is not.

— Bill Gurley (@bgurley)
9:02 AM • Jun 7, 2025