Retail trading activity in single stocks has plummeted–Citi. “The forward 12-month P/E ratio for the S&P 500 is 20.3. (down 2.8pts from the high… the market multiple hits correction territory)”

Retail trading activity in single stocks has plummeted–Citi pic.twitter.com/c9DixpKuiX — Gunjan Banerji (@GunjanJS) March 23, 2026 "A big distribution pattern is carving out in the Junk Bonds vs. Treasuries ratio. A breakdown here would be the last thing stock market …

READ MORE

30Y–2Y yield ratio flashes crash signal again… “The system is insolvent. No one knows what to do next except repeat the insanity until the next bubble blows….”

The setup is familiar. Complacency, leverage, and the belief that this time is different. It never is. The smart money is already bracing for volatility, false rallies, and brutal reversals. “The system is insolvent. No one knows what to do …

READ MORE

Bundesbank scraps Basel rules for small banks; Leverage ratio replaces buffers leaving SMEs exposed

Germany’s Bundesbank is eyeing a shortcut for small and medium-sized banks. Basel capital rules could be scrapped in favor of a single leverage ratio. No risk-weighting. No buffers. Just raw exposure. https://finanz-szene.de/banking/bundesbank-erwaegt-verzicht-auf-basel-anforderungen-fuer-kleinbanken/ The leverage ratio was never meant to stand …

READ MORE

BIG Bubbles? Biden/Democrats Spending Spree + FED = Massive Asset Bubbles = OVERVALUATION In Stock Market And Housing (Buffett Indicator, SP500 Mean Reversion, Shiller PE Ratio, CaseShiller To Gov Spending)

by confoundedinterest17 Apparently, the late Hawaiian crooner Don Ho foresaw Biden’s irresponsible spending spree. That is, BIG BUBBLES. Let’s start with the Buffett Indicator (Warren, not Jimmy!). It indicates that the stock market is STRONGLY OVERVALUED. The S&P 500 Mean Reversion Model also …

READ MORE

Employment-to-population ratio drops

Employment-to-population ratio falling like it does before every recession. Full-time ratio down almost one percentage point from its April 2023 peak. pic.twitter.com/Znb2EHzgwf — Peter Berezin (@PeterBerezinBCA) December 6, 2024