1. Hot Areas of the Market Already Corrected 20-50%
Market’s “Hot Pockets” Take Some Hits
Topley’s Top 10 – July 21, 2021
Topley’s Top 10 – June 17, 2021
Topley’s Top 10 – June 16, 2021
Topley’s Top 10 – June 15, 2021
1.Hedge Funds Net Long S&P Highest Since 2013
Hedge funds continuing to boost their S&P 500 bets … positioning is most bullish since 2013
Liz Ann Sonders, @LizAnnSonders
Topley’s Top 10 – June 14, 2021
1. Cyclically Adjusted CAPE Ratio Approaching 1999 Levels.
Big difference with interest rates 5% 1999 vs. 1.5% 2021
