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Cory’s Chart Corner
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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Category Archives: Main Page
About That: Canadian debt and defaults
Despite cooling inflation, a falling interest rate and steady employment numbers, more and more Canadians are missing payments on their loans and mortgages. Andrew Chang explains what’s going on. Here is a direct video link. Also worthwhile, see Can the … Continue reading
Hoisington Q4 2024 Review and Outlook
Well before the rising layoffs and economic disruptions in the first quarter of 2025, the global economy was registering a recessionary rise in unemployment and excess capacity, along with an accelerating decline in world dollar liquidity (WDL). Hoisington’s Q4 2024 … Continue reading
Tit for tariff policies weigh heavy by design
Economic conditions today are more fragile than in March 2018 when Trump 1.0 signed a memorandum instructing the United States Trade Representative (USTR) to apply relatively modest tariffs of $50 billion on Chinese goods. As RBC chief economist Frances Donald … Continue reading
