US election timing has little lasting impact on the dollar versus interest rates
US elections show little impact on long-term 60/40 portfolio returns
US stocks rise across administrations fundamentals drive returns
UK small caps look attractive as tech mega‑cap dominance wobbles and a pro‑growth UK backdrop…
Record cash balances signal potential equity buying power and limited bear market risk
AAII sentiment remains subdued, suggesting the equity bull market still has room to run
Low put/call ratio signals short-term caution but broader bull trend remains intact
High equity allocations suggest stretched positioning and a possible summer consolidation
