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Investor Allocation to Stocks is at all-time highs |
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00:01 -
24/05/24 |
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At
the start of the year, the bond market was pricing in 6-7
Fed rate cuts in 2024.
Today: 1-2 rate cuts. |
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Including dividends, the S&P 500 is up 12.2% in 2024, well
above the +4.5% average gain since 1990 at this point in the
year |
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Tesla and Exxon represent the two largest short positions
among hedge funds: GS |
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More credit card borrowers are falling behind on their debt
payments, reaching delinquency levels not seen since the
Great Financial Crisis |
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