16 Jul 2026
Peak optimism?
Source: Peter Berezin
16 Jul 2026
Total Margin Debt has increased by more than 40% over the last 12 months
A level only seen at prior market tops, including the Dot Com Bubble and the Global Financial Crisis Source: Barchart, CNBC
16 Jul 2026
Oracle's credit risk soared earlier this year to its highest level since the Dot Com Bubble
Source. zerohedge, Barchart
15 Jul 2026
One-year inflation swaps fall below 2% for the first time since 2024 !!!
Source: Hedgeye
15 Jul 2026
3M annualized US Headline CPI drops from 8.2% to 2.8%.
Source: zerohedge
15 Jul 2026
US small-cap stocks are bucking years of underperformance to enjoy their best year since 2003, helped by AI spending, tax changes and low valuations.
Source: FT
15 Jul 2026
Lucid $LCID is up 103% in the last 1.5 hours after the company denied bankruptcy rumors.
Source: Bull Theory
15 Jul 2026
At the top 1% of AI-spending firms, AI spend per employee is on track to exceed average software-engineer pay by the end of the year.
Source: Hedgeye
