Follow
_________________________
Cory’s Chart Corner
Load More
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
Category Archives: Main Page
Higher rates tend to be self-correcting
With a price of more than 5x book value (lower right), U.S. stocks are the most overvalued since the tech-mania top in March 2000. At 3x price-to-sales (lower left), the recent euphoria has returned to the fall 2021 level and … Continue reading
Posted in Main Page
Comments Off on Higher rates tend to be self-correcting
Hoisington Q3 2024 Quarterly Review and Outlook
Hoisington Management’s Quarterly Review and Outlook is now available here and always worth a mull. Central banks have been cutting overnight rates, but the money supply has continued to contract, with the latest reading lower than during the 2008 financial … Continue reading
Posted in Main Page
Comments Off on Hoisington Q3 2024 Quarterly Review and Outlook
Danielle on Thoughtful Money
Here is a direct video link.
Posted in Main Page
Comments Off on Danielle on Thoughtful Money
