US Stock market concentration - The dominance of ‘Big Tech’
Monday, 18 August 2025
In this extra report, we highlight the historically high US stock market concentration. While tech-adjacent mega caps have mostly driven recent gains, their dominance also increases the risk of sharp stock market setbacks…
Shanghai Composite: Is a big bullish breakout forthcoming?
Thursday, 14 August 2025
China on the verge: The Shanghai Composite is nearing its highest level in over a decade, setting the stage for a potential bullish breakout that could signal a much further rising phase for Chinese stocks...
It is said that there is nothing more bullish than an all-time high. The S&P 500 achieved that feat today. At the same time, the market is very extended and we believe that the risk of a corrective period is high and increasing...
