Show Notes:

Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?

Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/

BofA Fund Managers Survey, Rotation out of Stocks?

X Post from D’Elia Capital on 3/19

https://x.com/deliacapital/status/1902354170247573609

Breakdown of US Households

Bloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealth

https://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth?

Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition