🌎 According to my calculation, #G7 central banks’ combined balance sheet has increased by more than $8.0 trillion since Feb. 2020. pic.twitter.com/LaFAgqGYHy
— Christophe Barraud🛢 (@C_Barraud) December 11, 2020
why stock prices could go higher pic.twitter.com/SEE1YHTW0I
— Sam Ro 📈 (@SamRo) December 11, 2020
'The greatest call-buying frenzy since the dot-com bubble' –
BofA pic.twitter.com/uLRiHF5k6b— jeroen blokland (@jsblokland) December 8, 2020
Single company call options are the new stocks! pic.twitter.com/XT2kH105vr
— jeroen blokland (@jsblokland) December 12, 2020
Call Volumes "Absolutely Absurd" – Nomura Warns Sentiment Overshoot "Getting Scary" Ahead Of Quad Witch https://t.co/BIcYKcx6Lc
— zerohedge (@zerohedge) December 8, 2020
🇺🇸 Public Markets Mint #IPO Gold With ‘Massive’ Valuation Premiums – Bloomberg
*Link: https://t.co/p2dXmVexIW pic.twitter.com/xAzRhtnnAO— Christophe Barraud🛢 (@C_Barraud) December 12, 2020
🇺🇸 Wall Street #IPO bonanza stirs uneasy memories of 90s dotcom mania – FT
*Link: https://t.co/2HpWeTZosD pic.twitter.com/wsen1cKxQ0— Christophe Barraud🛢 (@C_Barraud) December 13, 2020
Some say we’re in the very early stages of a new secular bull market.
Really?
At 1.8X GDP we’re currently trading a whopping 157% above median & 29% above Dot-Com peak lvls.
Today, equities are more expensive than they’ve been in over 70yrs.
Not something you see early cycle. pic.twitter.com/V1SIBAc404
— Julien Bittel, CFA (@BittelJulien) December 10, 2020
🇨🇳 Chinese equities lose their liquidity tailwind heading into 2021 as stimulus efforts normalize. Nov credit issuance was in line with forecasts but only up slightly vs last year and down a lot vs spring (would focus more on direction than magnitude in the right chart though). pic.twitter.com/ZZQkkEKvlz
— Sebastian Dypbukt Källman (@sdypbuktkallman) December 9, 2020
Leverage in one chart! The % of investment grade companies with a leverage ratio of above 4 has skyrocketed. pic.twitter.com/ufSBA2q0HB
— jeroen blokland (@jsblokland) December 10, 2020
