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> S&P 500 equity risk premium of 2.41% suggests investors are still better off owning US large caps rather than hiding out in 10yr TIPS. > 17 years to double your money [$SPY](https://x.com/search?q=%24SPY&src=cashtag_click) vs 39 years [$TIP](https://x.com/search?q=%24TIP&src=cashtag_click) - [🔗 Mike Zaccardi, CFA, CMT](https://x.com/MikeZaccardi/status/2012864595942154301?s=20)
> January inflows into equity-focused ETFs are running at five times the average for the month, with the funds attracting a **record $400 billion over the past three months**, a sign of just how aggressive risk appetite has become. > Leveraged-long ETFs now hold **$145 billion in assets**, compared with just $12 billion in funds that bet on market declines. Cash allocations have dropped to record lows, according…
S&P 500 equity risk premium of 2.41% suggests investors are still better off owning US large caps rather than hiding out in 10yr TIPS.
January inflows into equity-focused ETFs are running at five times the average for the month, with the funds attracting a record $400 billion over the past three months, a sign of just how aggressive risk appetite has become.
Leveraged-long ETFs now hold $145 billion in assets, compared with just $12 billion in funds that bet on market declines. Cash allocations have dropped to record lows, according…
