Tech Booms, Gold Returns, Foreign Money Floods In: What’s Really Driving Markets?

Callum_Thomas
11-28

1.Tech share of total S&P500 $S&P 500(.SPX)$ corporate capex has reached new all-time-highs. 👀

Bubble or boom, this is extreme.

2.After spending ~20-years dumping Gold $Gold - main 2602(GCmain)$ (in the 90's/00's), Central Banks have spent the last 15-year undoing their previous mistake...

Reserves Diversification remains a key driver in the modern Gold bull market.

3.A major secular tailwind behind US Equities has been the rise and rise of foreign stockholders.

I'd call this a strength, a potential weakness, and a reflection of multiple facts-of-life in modern markets.

For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD 5000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.

Click to access the activity

Other helpful links:

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment