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Are Record Stock Allocations A Canary?
Are elevated household stock "allocations" a canary?
I put "allocations" in scare quotes because th
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I’d love to see the math behind that chart- because I am guessing that the other major asset included in “total assets” is real estate- which has also done extremely well during the last few years.
Since 2000, both SPY and median home prices have about quadrupled in value.
I don’t watch TV, so I don’t have a sense of what you mean by your comments about Cameron Crise.
However, I am curious about your take on Howard Lutnick. Have you listened to him being interviewed, I mean monologuing, on the All-In podcast? Wow, what an ego!
Ill see if I can fall asleep to it. That’s a real test.
It, however, just may signal an enhanced wealth effect if share prices enjoy a significant decline. Especially, as you’ve noted many times, much/some of those holdings are now in leveraged ETFs focused on a few stocks. That IS something new.
That detail of the split would be wildly interesting. Probably known inside.
This article and corresponding chart reminds me of the regression chart plotting CAPE in the X-axis and the average 10-year S&P Return on the Y-axis. It’s a damn near perfect regression. Strongly negative slope. When the CAPE is above 35, watch out. It is currently 35.6.