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Load MoreA record number of leveraged bag-holders setting up the next lost decade+...have a plan & enjoy the journey!
Lisa Abramowicz @lisaabramowicz1“NYSE margin debt is reaching historic levels:” Deutsche Bank analysts. This is partly due to a “surprise dovish Fed pivot in Dec’23…Since Oct’23, NYSE margin debt has increased 136%, which is the fastest rate of margin debt expansion on record” except for February & March 2000
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Monthly Archives: March 2020
COVID-19 facts and fiction update
As the WHO today declares COVID-19 a global pandemic, it is best to understand as much as we can. This Joe Rogan episode offers a science-based discussion of what is known, how the outbreak is proceeding, and why it is … Continue reading
TVO: A Place at the Boardroom Table
This is not a ‘women’s issue’ or a problem just for minorities. Lack of diversity in decision making is a proven negative for effective, enlightened management and policies. At the same time, concentrating wealth in the same small pockets of … Continue reading
Roubini explains credit contagion in 2020
Today’s rebound in stocks and other risk assets was anemic and did zero to reverse the strains spreading through financial markets and the real economy. The segment below with “Dr. Realist” Nouriel Roubini offers some useful perspective on forces at … Continue reading
