Liquidity does not lie.. American stocks devour the "cake" completely.
- They say on Wall Street: "Do not listen to what investors say, but watch where they put their money."
The chart in front of us summarizes the investment landscape for 2025 in one stark reality: We are in the era of "stocks first, nothing second." - Since November 2024, investors have pumped more than $900 billion into U.S. equity funds.
To understand the magnitude of this number, compare it to other assets: Bonds ( fixed income ) attracted only 400 billion dollars. The remaining asset classes combined did not exceed 100 billion. - What does this huge difference mean? This means that stocks attracted more money than all other asset classes combined. This is not just a natural "asset distribution"; it is a sweeping "vote of confidence" in favor of the American economy, a collective bet that growth will continue, and that companies will continue to generate profits that justify these valuations.
When you see the black line (stocks) moving vertically away from the blue line (bonds), it means that the "Risk Appetite" (Risk Appetite) is at its highest levels, and the fear of recession has faded to be replaced by the fear of missing out (FOMO). - My message to the investor: Liquidity is the fuel of the markets. As long as the "tap" of money flows so abundantly towards stocks, betting against the upward trend (Fighting the trend) is considered financial suicide.
But always remember: When everyone is on one side of the boat, you must keep your eyes open for any sign of a change in the wind.
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Liquidity does not lie.. American stocks devour the "cake" completely.
-
They say on Wall Street:
"Do not listen to what investors say, but watch where they put their money."
The chart in front of us summarizes the investment landscape for 2025 in one stark reality:
We are in the era of "stocks first, nothing second."
-
Since November 2024, investors have pumped more than $900 billion into U.S. equity funds.
To understand the magnitude of this number, compare it to other assets:
Bonds ( fixed income ) attracted only 400 billion dollars.
The remaining asset classes combined did not exceed 100 billion.
-
What does this huge difference mean?
This means that stocks attracted more money than all other asset classes combined.
This is not just a natural "asset distribution"; it is a sweeping "vote of confidence" in favor of the American economy, a collective bet that growth will continue, and that companies will continue to generate profits that justify these valuations.
When you see the black line (stocks) moving vertically away from the blue line (bonds), it means that the "Risk Appetite" (Risk Appetite) is at its highest levels, and the fear of recession has faded to be replaced by the fear of missing out (FOMO).
-
My message to the investor:
Liquidity is the fuel of the markets. As long as the "tap" of money flows so abundantly towards stocks, betting against the upward trend (Fighting the trend) is considered financial suicide.
But always remember:
When everyone is on one side of the boat, you must keep your eyes open for any sign of a change in the wind.
The question is for you now:
Do you follow the flows of $900 billion,
Or do you prefer to stay in the safety zone?#JoinGrowthPointsDrawToWiniPhone17 $BTC