Macronomics

S&P Poised to Reach 6,000 This Year Before Big Drop, according to Stifel That would put the index at +25% this year, ~2.5x more than the typical yearly average performance

"The valuation premium of US equities over the rest of the developed world is at a new secular high (based on trend P/E)." - Augur Labs Infinity

"American exceptionalism as priced by the market: US implied earnings growth is much higher than other major developed economies." - Augu Labs Infinity

"Bond yield in China has fallen precipitously since 2021, while the US counterpart has risen meaningfully. During that time, Chinese 10-year government bonds rallied more than 20%, while 10-year Treasuries fell by 17%." - Augu Lab Infinity