Remember the tagged post? π
Pay attention to the information just released a few minutes ago! βΆοΈ
While retail investors are breaking β institutional investors are opening their wallets π
Feeds are already full of investors changing their profile pictures to a McDonald's employee. π€
Fear is returning, confidence is disappearing, and every decline feels like the end of the world. π©
But while the noise on social media reaches its peak β the exact opposite is happening behind the scenes. π
According to Bank of America data, the bank's clients continued to buy stocks last week, completing four consecutive weeks of net purchases. π
The truly interesting data point is who is behind the purchases. π€«
Institutional investors made their largest weekly purchases since December 2020, and the second largest in Bank of America's entire data history going back to 2008. π
In other words β big money did not flee the market, but rather took advantage of the declines to increase positions. π
Retail investors also continued to buy, while hedge funds were net sellers for the third consecutive week. π
In terms of sectors, money flowed mainly into technology, financials, and industrials. π
The industrial sector stood out particularly after many months of outflows, which may hint at a change in institutional investors' approach. π
Conversely, communication services, energy, and materials were the weakest in terms of capital flows. β οΈ
Companies themselves also continue to support the market. π΅
Although the pace of stock buybacks naturally slowed during earnings season, in the last four weeks the volume of purchases is still about 19% higher compared to the same period last year. π
The gap between the headlines and what big money is doing is particularly striking. β‘οΈ
While some investors lose patience and give up, the entities managing hundreds of billions of dollars continue to exploit the weakness to accumulate stocks. π
The market always likes to test who truly believes in the story. π
Sometimes those who sell in a panic simply transfer the goods to those who are already thinking several years ahead. π€