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The US saw a total of 340 bankruptcies in the first 6 months of 2023.
This is more than the first half of 2020 when the US went into a full lockdown. It’s the highest number of first half bankruptcies since 2010. Businesses are feeling the pain of higher interest rates. Source: The Kobeissi Letter
Debt Tsunami Begins: US To Sell $1 Trillion In Debt This Quarter, 2nd Highest In History, As Budget Deficit Explod
The $1.007 trillion in upcoming marketable borrowing is the second highest on record; only the $2.753 trillion in Q2 2020 surpasses it. Source: www.zerohedge.com, US Treasury
US housing -> Lots of US Homeowners Want to Move. They Just Have Nowhere to Go
Locked into cheaper borrowing costs and unable to find a new place that fits their budgets, countless people are opting to remain in their current homes, adding to an acute shortage of available properties Source: Bloomberg
2023 has been so far the mirror image of 2022 in terms of #assets returns 2022/2023/2022-23 Combined Total Returns...
$NVDA: -50%/+220%/+59% $AAPL: -26%/+52%/+12% $MSFT: -28%/+41%/+1% $SPY: -18%/+21%/-1% $QQQ: -33%/+45%/-3% $META: -64%/+165%/-5% $GOOGL: -39%/+50%/-8% $AMZN: -50%/+59%/-20% $TSLA: -65%/+117%/-24% $NFLX: -51%/+49%/-27% Source: Charlie Bilello
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