TOPLEY’S TOP 10 January 23, 2025

1. Post Inauguration Stock Market Stats

NASDAQ


2. Corporate Bonds vs. Stocks Valuation

Reuters


3. A List of Well Known Hedge Fund Managers Calling for IPO Boom Under Trump

IPO ETF…50 week thru 200 week to upside on long-term chart.

StockCharts


4. Trump SPAC No New High Post Election

StockCharts


5. Defensive Consumer Staples New Lows

J.C. Parets


6. Canada and Mexico Since U.S. Election

Bespoke Investment Group: In the chart below, we show the relative strength lines of the country ETFs for Mexico (EWW) and Canada (EWC) versus the United States (SPY).  As shown, the two ETFs have seen relative performance drop since the election as tariff tensions have become more of a reality, but that weakness is in the context of longer-term underperformance that has been persistent throughout the past year.

Bespoke Investment Group


7. Income Required for Median Rent

Rental affordability. The income required to afford the median asking rent for a US apartment is $63,680, the lowest since early 2022. However, that’s still 16% higher than the estimated median income for renters.

Redfin


8. Opinion Poll on Our Nation’s Political System

NY Times


9. Consumer Reports Test on 300 Foods Found 86% Contained Harmful Chemicals

Mark Hyman


10. Don’t steal the revelation: Seth Godin

Learning is a journey of incompetence.
First, we realize that there’s something we don’t know.
Then we see that we’re going to be better at it, and we’re not good at it yet.
Then we figure it out and we’ve succeeded.
Repeat.
When we pre-process the information and simply test people on it, there’s no real learning going on. We become what we do, and if we actually solve the riddle, we’re more likely to have it stick than if someone simply tells us the answer.
The job of the teacher is to create the conditions for the student to explore their incompetence long enough to learn something useful.