Key insights
- The post reflects a retail investor's observation of significant portfolio growth and questions the sources of market liquidity. While not providing concrete data, it highlights the potential influence of tech company cash reserves and foreign investment on US equity valuations. The overall tone suggests positive market sentiment, but lacks specific leading indicators for future movements.
Newbie here - I don't really do complex analysis of stock trends/full blown out supply chains with all the players. I've mostly just focused on tech stocks I believed in/ETFs. But, my stock portfolio has grown insanely the past year (80% ish) and I'm trying to understand the stock market a bit more.
Where is all the money coming from? Is it only just top tech companies dipping into cash reserves? Or is this accelerated growth driven by foreign money who want to bet on US tech companies/who are putting money into the US for stability?