1. Mag 7 ETF Hits All-Time Highs from End of 2024
2. Margin Debt Hits $1 Trillion.
Barrons Strategists at Deutsche Bank warn that we may be entering worrisome territory, noting that the 18% increase in margin usage is among the fastest increases since the tech bubble of the late 1990s. The fastest two-month increase in margin debt—24.6%—was recorded in December 1999, according to Deutsche Bank. The second fastest—20.3%—was notched in May 2007. By Andrew Welsch
3. Heavily Shorted Stocks +25% In July….Meme Danger
Bespoke noted, July has been a banner month for investors long the most heavily shorted stocks (and brutal for those short them). Below is a chart looking at the average month-to-date performance of Russell 3,000 stocks with market caps above $1 billion based on short interest levels. While all stocks are up an average of 4.3% in July, the 20 most heavily shorted stocks (based on short interest as a percentage of float) are up 25.2%.
Zach Goldberg Jefferies.
4. Speculative Trading Indicators Elevated-Goldman
5. Silicon Vally Betting $4B on Defense Contractors.
6. Euro Showing No Threat to U.S. Dollar Dominance.
7. Canadian Meme +833%
8. Average U.S. Family Health Premium +297% Since 2020
9. Democratic Party Three Decade Low in Approval.
10. The order and the medium of feedback-Seth’s Blog
Who do you pay attention to?
Do you respond or react to the feedback that’s coming in? Do you seek it out or wait for it to arrive?
Does vivid online feedback from anonymous trolls carry more weight than honest but more subtle feedback from actual customers?
Pick your feedback, pick your future.
Which sort of feedback changes your behavior or attitude?
- Delivered with enthusiasm or a scowl
- In private or in public
- In writing or verbally…
The goal might not be to find a way to only get positive applause, because your project may very well benefit from thoughtful feedback.
The useful path is to figure out which sort of feedback suits you in what stage of the project. “It’s not for you,” and “I don’t want to show it to you right now,” are valid approaches to our creative process.