The ratio of U.S. household liabilities to net worth is currently at a historically low level.

Household net worth in the United States is currently at an all-time high of approximately $175 trillion.

Brian Levitt's cycle analysis framework focuses on credit spreads, bank lending standards, the strength of the dollar, inflation expectations, and leverage.

Brian Levitt does not believe the upcoming large IPOs of companies like SpaceX, Anthropic, and OpenAI will negatively impact the broader stock market by draining liquidity or signaling a market top.

Berkshire Hathaway invested in Google's recent equity issuance.

Brian Levitt believes a 5-year inflation breakeven rate breaking above 3% is a problematic signal that necessitates monetary tightening.

In the first quarter of the current year, 7 of the 11 S&P 500 sectors posted double-digit earnings growth.

Brian Levitt does not believe the economy is in a persistent inflation environment and does not believe the Federal Reserve will raise interest rates.

The 5-year inflation breakeven rate, which started the year around 2.15%, rose to 2.65% before settling back to 2.50%.

Brian Levitt believes that for the stock market to broaden beyond the AI theme, oil prices, interest rates, and inflation expectations must peak, followed by the Federal Reserve resuming its easing st...

Brian Levitt believes it is likely that the widespread adoption of AI will improve business efficiencies and profitability, potentially by lowering the costs of doing business.