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    16 Jul 2026

    A tiny group of Americans now owns wealth equivalent to nearly 12% of all the national income generated in the United States in a single year

    Source: FT

    #Food for Thoughts
    A tiny group of Americans now owns wealth equivalent to nearly 12% of all the national income generated in the United States in a single year
    A tiny group of Americans now owns wealth equivalent to nearly 12% of all the national income generated in the United States in a single year
    16 Jul 2026

    Peak optimism?

    Source: Peter Berezin

    #equities| #earnings
    Peak optimism?
    Peak optimism?
    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

    #markets| #equities
    Total Margin Debt has increased by more than 40% over the last 12 months
    Total Margin Debt has increased by more than 40% over the last 12 months
    16 Jul 2026

    Oracle's credit risk soared earlier this year to its highest level since the Dot Com Bubble

    Source. zerohedge, Barchart

    #markets| #equities
    Oracle's credit risk soared earlier this year to its highest level since the Dot Com Bubble
    Oracle's credit risk soared earlier this year to its highest level since the Dot Com Bubble
    15 Jul 2026

    One-year inflation swaps fall below 2% for the first time since 2024 !!!

    Source: Hedgeye

    #Macroeconomics
    One-year inflation swaps fall below 2% for the first time since 2024 !!!
    One-year inflation swaps fall below 2% for the first time since 2024 !!!
    15 Jul 2026

    3M annualized US Headline CPI drops from 8.2% to 2.8%.

    Source: zerohedge

    #Macroeconomics
    3M annualized US Headline CPI drops from 8.2% to 2.8%.
    3M annualized US Headline CPI drops from 8.2% to 2.8%.
    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

    #equities
    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.
    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.
    15 Jul 2026

    Lucid $LCID is up 103% in the last 1.5 hours after the company denied bankruptcy rumors.

    Source: Bull Theory

    #equities
    Lucid $LCID is up 103% in the last 1.5 hours after the company denied bankruptcy rumors.
    Lucid $LCID is up 103% in the last 1.5 hours after the company denied bankruptcy rumors.
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