Uncertainty rising—higher risk premiums ahead
I keep hearing people talk about what they think is “priced in.” Some even say that the “worst case” is priced in. You are fooling yourself. Small samples of people pontificating on what’s going to happen doesn’t equate to knowing what’s priced in. Whatever the outcome today,… pic.twitter.com/0bb8zkQ1Md
— Kantro (@MichaelKantro) April 2, 2025
Remember we were told that "everyone is bearish" now?
Here is the retail stock market allocation for March, two days ahead of global trade war:https://t.co/1ymkDp1uoW
What we see is that people have been told to just ride it out. No matter how much risk. pic.twitter.com/AUMwHz3yp6
— Mac10 (@SuburbanDrone) April 2, 2025
The share of auto loans among all borrowers that transitioned into serious delinquency, defined as 90 days or more past due, is at highest level since 2010.
— unusual_whales (@unusual_whales) April 2, 2025
“A proper US growth slowdown isn't fully priced into US stocks or HY credit.”
– TS Lombard pic.twitter.com/6inaSu8VDM
— Kalani o Māui (@MauiBoyMacro) April 2, 2025