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$SPX call option volume has surged to completely unprecedented heights over the last four years.
We see over $1.2 trillion in notional trading daily, with over 50% of that expiring the same day, and 75-80% within a week. Short-dated flows have a BIG influence on the market. Source: Markets & Mayhem
Long-term investing cheat code
Buying SP500 $SPY near the 200-week has basically been free money for 15 years. Wild. Source: Trend Spider
US households own WAY more stocks than in other major markets: US household allocation to equities sits at ~49%.
Source: @GlobalMktObserv
Tech Stocks relative to M2 Money Supply Dot Com Bubble vs. Now
source : barchart
Hedge Funds are loading up on Utility Stocks at the fastest pace in 5 years
source : barchart
Investors are now “all-in” on equities — with the highest stock allocation on record.
The only time it came close? Right before the Dot-Com bubble burst. 👀 source : goldman sachs, barchart
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