Everyone Is Overweight Cash and Underweight Stocks
Courtesy of The Reformed Broker
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this weekās episode, Josh and Michael discuss the biggest topics in investing and finance, including:
āŗLending Shock ā Shocks to bank lending standards do not fade away quickly. They persist and cause recessions.
āŗAre Banks Screwed? ā āSince peaking almost exactly one year ago, deposits at all domestic banks have fallen by $663bnā.
āŗThe FDIC Rocks ā One of the few capable institutions we have left.
āŗDebt Loads -āThose with the highest ratings have sold $59.9 billion in new bonds this month, compared with Marchās five-year average of $179 billion.ā
āŗBinance ā āHereās why CFTC suing Binance is a bigger deal than an SEC enforcementā
āŗOverweight Cash, Underweight Stocks ā āThe most hated asset is US stocks, while cash is the most loved.ā
āŗMake The Case
āŗMystery Chart
and more!
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