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Cory’s Chart Corner
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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
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Can China (and other countries) avoid Japan’s lost decades?
China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is less fun. Low bond yields, weak inflation and a … Continue reading
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Danielle on CBC Weekend Business Panel
Tariff wars, consumer debt and Canada’s outlook. Here is a direct video link.
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GMO’s Jeremy Grantham: stock bubble to be crushed
Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans into his more than five decades of investing experience to explain the current “super bubble” … Continue reading
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