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InsightBLOGJuly 1, 20261 min read
Animal Spirits: Is Debt Fueling the Rally?
By
Primary Source Material
Published via awealthofcommonsense
On today’s show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear market and more.
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