S&P 500 earnings yield.
Historically low. pic.twitter.com/5kuS38DtLa
— The Macro Pulse (@TheMacroPulse) February 5, 2021
There always seemed to be a need
for reckoning in early days.
What came in equaled what went out
like oscillating ocean waves.– Jimmy Carter, Always a Reckoning (excerpt) pic.twitter.com/3ZuueaMkKz
— John P. Hussman, Ph.D. (@hussmanjp) February 5, 2021
Junk-bond buyers are so eager to buy debt that they're going to companies and asking them to borrow more money. https://t.co/WrC3R8eAXO
— Lisa Abramowicz (@lisaabramowicz1) February 5, 2021
Largest ever weekly inflow to tech h/t BofA
Also in the report… "Heard on the Street: 'Just found myself looking at the fundamentals of a company and thinking to myself the short interest isn't as high as I'd like it to be'." pic.twitter.com/FEDhiJH3cp
— Sarah Ponczek (@SarahPonczek) February 5, 2021