For each market downturn, we explored how investor sentiment reacted around the event. To gauge investor sentiment, we considered a variety of measures. With each of these measures, we explored how long it took for investors to come back to a previous high.
The circular investing phenomenon that is currently occurring among the Magnificent Seven companies is very similar to the Japanese Keiretsu concept. Under this business model, companies with interlocking business relationships and shareholders dominate a country’s economy.
Investors and asset managers are often looking to markets to see if there are any early warning signs before a market blows up. Some investors swear by metrics such as credit expansion, IPO mania, or even meme stocks as early evidence that something is about to go wrong.
I will point out that one particular oft-overlooked capability will most likely determine the dominant currency in the future — the ability of a currency to preserve and protect the value of intangible assets into the future.
ETFs have always been a useful tool to play momentum and reversal in markets. However, the biggest question is always when to enter and exit such specific ETFs as the markets move through their cycles.
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.