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Rise of the Unknowns
“We expect a buyable 5-10% Q1 correction as the big “unknowns” coincide with exuberant positioning, record equity supply, and “as good as it gets” earnings revisions.” — BofA
“We expect a buyable 5-10% Q1 correction as the big “unknowns” coincide with exuberant positioning, record equity supply, and “as good as it gets” earnings revisions.” — BofA
The hot money ..
.. call option volume has doubled since the pandemic ..
Short interest ...
.. Cost of equity index collars at record low
.. Cost of equity index collars at record low
SPAC deals on pace for the strongest quarter in history ...
Bitcoin soars ..
The mother of all bubbles ..
Money supply ...
... Permanent unemployment worse than last two recessions
... Permanent unemployment worse than last two recessions
Wall St at record highs while Main St languishes ...
Investing without guidance ..
Priced for perfection ..
Sometimes they do ring a bell at the top
As good as it gets... global equity earnings revisions at record high
