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