According to @charliebilello, Warren Buffett’s message that no one succeeds betting against America is highlighted via a Berkshire Hathaway meeting video on YouTube, reinforcing a long-term pro-U.S. equities stance (Source: X post by @charliebilello on Nov 9, 2025; YouTube video: youtube.com/watch?v=JtNrkP9I9X8&t=1079s). For traders, U.S. equity resilience is evidenced by the S&P 500’s roughly 9–10 percent annualized nominal total return since 1928, underscoring the historical tailwind behind U.S. risk assets (Source: NYU Stern, Aswath Damodaran Historical Returns dataset: pages.stern.nyu.edu/adamodar). For crypto positioning, IMF research shows Bitcoin’s correlation with U.S. equities rose markedly after 2020, meaning sustained U.S. equity strength has tended to transmit to BTC and other high-beta crypto assets (Source: IMF Blog, Crypto Prices Move More in Sync With Stocks, Jan 11, 2022: imf.org). In practice, monitoring U.S. stock trend and risk sentiment as a cross-asset driver is consistent with the documented equity-crypto co-movement when calibrating BTC and ETH exposure (Source: IMF Blog, Crypto Prices Move More in Sync With Stocks, Jan 11, 2022: imf.org).

According to Compounding Quality on Twitter, an investor who bought the S&P 500 at a price-to-earnings (P/E) ratio of 5.3x in 1917 and sold at a P/E of 34x in 1999 would have achieved an 11.6% annual return, with only 2.3% per year attributable to P/E expansion. The majority of returns stemmed from earnings growth and reinvestment by the underlying companies (Source: Terry Smith via @QCompounding, May 28, 2025). This highlights the crucial role of fundamental growth over valuation multiples, a lesson relevant for crypto traders assessing the importance of utility and network growth versus speculative multiple expansion in digital asset markets.

According to The Kobeissi Letter, the daily S&P 500 returns fluctuate depending on which Trump Administration official is speaking. This analysis suggests that investors should closely monitor public statements from key officials to anticipate market movements. For example, speeches from economic advisors may lead to more significant market shifts, providing traders with opportunities to adjust their strategies accordingly.