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A record number of leveraged bag-holders setting up the next lost decade+...have a plan & enjoy the journey!
“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
Author Archives: Danielle Park
Hunt: brought-forward demand and debt weigh on expansion dreams
Sober, historically informed observations are always worth a listen. This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Dr. Lacy Hunt, executive vice president of Hoisington Capital Management. Here is a direct audio link. … Continue reading
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ECRI: the consumers that drive 70% of economy are in trouble
According to economic forecaster Lakshman Achuthan, Wall Street is ignoring a striking consumer spending slowdown that will translate into an underwhelming holiday season. “There’s still this narrative that the rebound is there,” the Economic Cycle Research Institute co-founder told CNBC’s … Continue reading
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Grantham on max (misplaced) Fed-faith
The shares of world-leading companies with incredible products still commonly end up devastating as investments when bought at euphoric prices. Investors’ faith in the Federal Reserve has become so unshakable that not even the highest inflation in three decades is … Continue reading
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