To be or not to be?
Amid a whirlwind of military threats, royal arrests, court rulings, and tariffs, the AAA Model’s top assets remain unchanged—only their order has shuffled. Equities dominate the top tiers while defensives loiter at the bottom, confirming a global bull market in full swing.
U.S. stocks shine technically but remain pricey, while global equities—Japan, the U.K., and emerging markets—are quietly stealing the spotlight. Energy stocks are rallying on geopolitical jitters even as energy commodities remain weak. Nearly half of all global stocks are trending up, bears are mostly snoozing, and consistency rarely looks this good. Stay discerning, stay bullish.
