Global Market Performance - Four out of nine global indexes tracked posted year-to-date gains as of March 9, 2026, with Japan's Nikkei 225 leading at a gain of 4.8% [1] - Canada's TSX follows closely with a gain of 4.7%, while China's Shanghai index shows a gain of 3.2% [1] - Conversely, India's BSE SENSEX has the largest year-to-date loss at -9.0%, followed by Germany's DAXK at -4.7% and France's CAC 40 at -2.9% [1] Historical Context - The performance of world markets is illustrated since the last recession starting from February 3, 2020, with comparative data from March 9, 2009 [1] - The S&P 500, TSX, CAC 40, and BSE SENSEX reached their lows on March 9, while the Nikkei 225 hit its low on March 10 [1] - A visualization of relative performance is provided, indexed to 800 on the March 9 start date, showing percent changes from that date to the latest weekly close [1] ETF Examples - Notable single country ETFs include SPDR S&P 500 ETF Trust (SPY), iShares MSCI Canada ETF (EWC), iShares MSCI Hong Kong ETF (EWH), iShares MSCI India ETF (INDA), KraneShares CSI China Internet ETF (KWEB), WisdomTree Europe Hedged Equity Fund (HEDJ), and WisdomTree Japan Hedged Equity Fund (DXJ) [1]

Hey everyone and thanks for jumping back into the macroverse. Today we're going to talk about how business cycles end with recessions. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and check out bjamancow.com if you have any inquiries or if you want to reach out about any of the services that we offer. Let's go ahead and jump in. So, a couple of days ago, I released a video called visualizing the business cycle.And in that video, we showed some interesting ...

Core Insights - Recent headlines have predominantly focused on market corrections, bursting bubbles, and recessions, overshadowing bullish scenarios [1] Group 1: Market Sentiment - The current media narrative is heavily tilted towards negative market outlooks, indicating a prevailing sense of caution among investors [1] Group 2: Investment Strategy - The approach to investment emphasizes uncovering mispriced assets that the market has overlooked, guided by a fundamentals-first methodology [1] - Acknowledgment of the importance of sentiment and technicals in today's algorithm-driven investment environment, while still prioritizing fundamental analysis [1]

Since 1900, the U.S. stock market has endured 17 recessions — and still returned ~10% per year. Progress beats perfection. ...

Core Insights - All nine global indexes tracked have shown gains through September 29, 2025, with Hong Kong's Hang Seng leading at a year-to-date gain of 35.7% [2] - The second and third positions are held by Canada's TSX with a gain of 20.4% and China's Shanghai with a gain of 18.4% [2] - India's BSE SENSEX has the smallest year-to-date gain at 0.5% [2] Index Performance Context - A comparative performance chart illustrates the indexes' standings relative to their historical peaks, showing current values, all-time peaks, and the distance from those peaks [3] - The performance of world markets has been tracked since March 9, 2009, with various indexes hitting their lows on different dates, providing a visual representation of relative performance [5] - Additional charts provide insights starting from October 9, 2007, and the turn of the century, allowing for a longer-term view of index performance [6]

Core Insights - All nine global indexes tracked have shown gains through September 22, 2025, with Hong Kong's Hang Seng leading at a year-to-date gain of 34.3% [2] - The second and third positions are held by Canada's TSX with a gain of 20.3% and China's Shanghai with a gain of 17.4% [2] - India's BSE SENSEX has the smallest year-to-date gain at 2.8% [2] Index Performance Context - A comparative performance chart illustrates the relative performance of world markets since March 9, 2009, with various indexes indexed to 800 on that date [5] - Another visualization starting from October 9, 2007, shows the performance of these indexes around previous market peaks [6] - The indexes tracked include the S&P 500, TSX, FTSE 100, DAXK, CAC 40, Nikkei 225, Shanghai, Hang Seng, and BSE SENSEX [1][2]

Core Principles of Keynesian Economics - Government intervention is crucial when demand declines [1] - Fiscal policy should be counter-cyclical: spend during recessions and save during economic booms [1] - Keynesian economics acts as a thermostat for the economy, regulating economic activity [1]