An all-time high 43% of investors think there is a less than 10% chance of a stock market crash occurring in the next 6 months 🚨 pic.twitter.com/c46U09cdsC
— Barchart (@Barchart) December 6, 2024
This is wild:
The Euphoriameter, an indicator measuring investor sentiment, hit a record 1.1 points, according to Topdown Charts.
This metric uses S&P 500 forward P/E, the Volatility Index, $VIX, and the bullish sentiment from investor surveys.
The indicator has now exceeded… pic.twitter.com/19XzqqEjFL
— The Kobeissi Letter (@KobeissiLetter) December 5, 2024
Nomura’s list of 6 potential gray swan events is pretty sobering tbh:
1. Nvidia crash
2. Carry implosion
3. US 10YY > 6%
4. US growth shock
5. Geopolitics gets out of hand
6. China stimulus falls short
Nomura's list of 6 potential gray swan events is pretty sobering tbh:
1. Nvidia crash
2. Carry implosion
3. US 10YY > 6%
4. US growth shock
5. Geopolitics gets out of hand
6. China stimulus falls short pic.twitter.com/YmNcht8c3p— David Ingles (@DavidInglesTV) December 6, 2024
The mother of all bubbles. The US has never been so overhyped, relative to the rest of the world
In the 1980s the US was 30% of the global economy and 30% of the stock market
Now it is 27% of the global economy and 70% of the stock market
Ladies and gentlemen, the Schiller P/E ratio has hit 23-year highs.
We are close.
How close?
Very close. pic.twitter.com/HzAn9Mr40m
— The Great Martis (@great_martis) December 6, 2024
🚨CRASH ALERT🚨
DOW JONES
1929 VS 2024
* recored breaking overvalued market in history
* % gained exact over similar time frame.
*Deranged gamblers, similar , worse today.Wont be long. pic.twitter.com/OnxzRWRkL9
— The Great Martis (@great_martis) December 5, 2024
Schrödinger’s market
If bullish then cup & handle pattern completed look up
If bearish then cup completed bull trap look down
Notice bias precondition subconsciously influence interpretation
Pay attention when BOJ hike rate 10Y3M uninverted positive
Enjoy euphoric exit pump!
Schrödinger's market
If bullish then cup & handle pattern completed look up
If bearish then cup completed bull trap look down
Notice bias precondition subconsciously influence interpretation
Pay attention when BOJ hike rate 10Y3M uninverted positive
Enjoy euphoric exit pump! https://t.co/aGOIksn5zP
— Adithia Kusno ☦️🐂🚀💎🙌🎯 (@AdithiaKusno) December 6, 2024
The equity rally has broadened out recently but if the dominant M7/tech sector it is set to go into sharp reverse, it will likely take the whole market with it, as it did in 2022.
H/T @dailychartbook pic.twitter.com/WcYWcIbRpo
— Albert Edwards (@albertedwards99) December 6, 2024
Nouriel Roubini says he believes a second Trump term could push inflation as high as 5%, per FORTUNE.
— unusual_whales (@unusual_whales) December 6, 2024