Luca Socci Investing Group

Summary

Consumer sentiment is near historic lows, while the S&P 500 sits close to all-time highs.

Using nearly 50 years of data, I tested whether periods of extreme consumer gloom have actually been reliable buy signals for investors. The answer is more nuanced than many believe.

A striking disconnect has emerged since 2021: sentiment and stock prices are no longer moving together as they historically did. Understanding why could be key to navigating today's market.

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Introduction

We discussed a few weeks ago that the market is currently K-shaped, with roughly a quarter of its stocks close to their ATHs and the remaining 75% in correction or bear market territory (in case you have not read

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Luca Socci 8.67K Followers

I’m a long-term investor focused on U.S.…