The Kobeissi Letter(@KobeissiLetter):BREAKING: Equity allocations across US and Canadian households, pensions, insurance companies, and investment funds are up to ~60% of financial assets, near the highest on record. This exceeds peaks seen before bear markets in 2000, 2007, and 2021. By comparison, Scandinavian and European investors' equity allocations are at ~50% and ~31%, respectively. Japan's proportion is just ~20%, about a third of the US and Canada. No region holds more of its wealth in stocks than North America.

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The Kobeissi Letter@KobeissiLetter

2026.06.15 23:58

BREAKING: Equity allocations across US and Canadian households, pensions, insurance companies, and investment funds are up to ~60% of financial assets, near the highest on record. This exceeds peaks seen before bear markets in 2000, 2007, and 2021. By comparison, Scandinavian and European investors' equity allocations are at ~50% and ~31%, respectively. Japan's proportion is just ~20%, about a third of the US and Canada. No region holds more of its wealth in stocks than North America.