1 Feb 2024
BUBBLES = Super-short-term gambling (zero days to expiration options)... is now running at 50% of the daily flow
Source: Keith McCullough, Bloomberg
7 Nov 2023
For only the 3rd time in the last 50 years, commercial bank credit has declined by more than 2%
The other 2 times were the peak of the Dot Com Bubble and the aftermath of the Global Financial Crisis. Source: barchart
18 Oct 2023
Did President Biden pop the AI nvidia bubble?
A similar boom/bust head & shoulders already happened in the recent past... Source: Bloomberg, www.zerohedge.com
5 Oct 2023
10-Year Treasuries have declined 46% from the peak in March 2020 which is among the greatest meltdowns in financial history including the 49% drop in equities during the Dotcom Bubble
Source: Bloomberg, Barchart
19 Sep 2023
Is the German real estate bubble bursting?
The Europace House Price Index for existing homes crashed by 2% in August, and has now lost 16% from the top in Apr2022. Only the index for newly built homes has remained unch, this is due to the low level of new construction activity. Source: Bloomberg, HolgerZ
10 Aug 2023
On average, bubbles rise 217% during the 3 years leading up to the peak according to data from Morgan Stanley
Megacap Tech stocks are already up 200% year-to-date. Source: Barchart
