1. Bull/Bear Sentiment Spread Highest in 20 Years
2. Percentage of Americans Who Think Stocks Will Move Higher Reaches Record Levels
Source: Callie Cox
3. Equity Positioning at Highs
DC Lite Blog Equity positioning. “Consolidated equity positioning has reached the 94th percentile, approaching extreme levels and indicating robust market sentiment.”
Deutsche Bank via @isabelnet_sa
4. Options Trading Update
Dave Lutz Jones Trading 9 out of the 10 most-traded options wagered on gains. The highest activity was in calls expiring in January with a $55 strike, followed by December expiry at $65 — 25% above the exchange-traded fund’s closing price on Monday.
The iShares Bitcoin Trust is the largest portfolio for the token and one of 12 US spot-Bitcoin ETFs. The group has attracted a net inflow of about $29 billion since going live in January, according to data compiled by Bloomberg.
5. Third Year of Bull Market 2025
6. Healthcare Stocks Sold Off Post Trump Election Except Devices
Medical Device ETF
7. KWEB China Internet ETF…Rally on Stimulus then -23% Pullback
8. Social Spending as Percentage of GDP
9. First-Time Buyers Share of Housing Purchases Hits All-Time Lows
Via WSJ: America’s Homes Are Piggy Banks That Few People Can Afford to Raid (click chart to read)
10. Majority of Americans and the American Dream
Pew Research, found via The Irrelevant Investor.