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The 2000-bubble saw a decoupling of
prices from earnings.
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00:01 - 22/11/24
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United
States is currently spending 17.9% of its revenue on
interest payments, the largest share in more than 30 years
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Now that's some flow! Regional banks
recently experienced their largest daily inflows EVER last
week according to Goldman.
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We just saw the largest US equity
inflows week-over-week in about 8 years. As a result equity
net long exposure is getting stretched again, creating
larger risks for downside continuation.
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Another record! Investors aggressively dump exposure to
China, then go out binge drinking as the country's stock
market once again headfakes many money allocators
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