Stocks have had quite the run but cool-off period is expected, says Bespoke Investment
Since July 2020, corporate profit margins are expected to fall
Delta variant fears cause heavy stock and commodity prices to fall
First half of 2021 was unusually strong for stocks, with new records in Europe
Since 2010, it has survived four separate declines of at least 80%
Weekly survey suggests equity exposure has fallen significantly of late
Almost 97% of S&P 500 stocks were trading above their 200-day average last week
Bitcoin more than doubled in 2021 and is up ninefold over the last year
Stock prices don’t tell you anything about a company’s market capitalisation or valuation
Inflows into stock funds hit 20-year highs as equities soar on Covid-19 vaccine news
Pfizer’s announcement last week was great for 2020’s losers but not for 2020’s winners
US outperformance hasn’t been driven by president, but don’t expect him to buy that line
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