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Showing posts with label
Thierry Borgeat
.
Show all posts
Showing posts with label
Thierry Borgeat
.
Show all posts
Tuesday, August 25, 2026
What if the Biggest Bubble of our Lifetime Isn't Crypto? | Thierry Borgeat
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Not crypto. Not AI stocks. Not real estate. What if it's the one asset every pension fund, every retiree, every "safe" portfol...
Monday, July 6, 2026
Record-Low Skew: Crash Insurance for Pennies Signals Top | Thierry Borgeat
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The S&P put/call skew just collapsed to 0.71. Not a low. The lowest reading on record. The 10-year average is 12. The 2020 panic peaked ...
Thursday, July 2, 2026
Margin Debt at Extremes Threatens Sharp Equity Selloff
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The NYS E/FINRA margin debt chart quantifies the total capital investors borrow against their securities portfolios to finance additional e...
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