Investor Allocation to Stocks is at all-time highs |
00:01 -
24/05/24 |
|
|
![](../Photos100/GNqT_myXEAA90Fm.jpg) |
|
|
|
At
the start of the year, the bond market was pricing in 6-7
Fed rate cuts in 2024.
Today: 1-2 rate cuts. |
|
![](../Photos100/GNpZBnmWoAABhmc.png) |
|
|
|
Including dividends, the S&P 500 is up 12.2% in 2024, well
above the +4.5% average gain since 1990 at this point in the
year |
|
![](../Photos100/GONMIycXUAAK9Zi.jpg) |
|
|
|
Tesla and Exxon represent the two largest short positions
among hedge funds: GS |
|
![](../Photos100/GOOqxp5W0AA5ygE.jpg) |
|
|
|
More credit card borrowers are falling behind on their debt
payments, reaching delinquency levels not seen since the
Great Financial Crisis |
|
![](../Photos100/GOGhRkrWUAAIfzG.jpg) |
|
![](../gffphone.png) |
|
|