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@AnthPB "margin debt update (6/2025): 😨 margin outstanding: +9.5% mom 😱 investor credit: alltime low (-$621.8B) 🧐 margin to equity market cap ratio: GMAFB #leverage #credit $spx"
@AnthPB on X 2025-07-27 01:32:01 UTC 3344 followers, XXX engagements

".related: margin debt as a percent of Wilshire 5000 $wfvk at alltime lows (0.9%) #leverage #technicals #stocks"
@AnthPB on X 2024-01-17 19:25:31 UTC 3344 followers, XXX engagements

"two datapoints ain't a trend but Matt Parker and Trey Stone redoubled the resistance $para): South Park creators inked a $1.5B 5-year deal with Paramount amidst Trump/CBS Ellison/Skydance and Colbert turduckin then roast it all in season premier"
@AnthPB on X 2025-07-25 02:05:55 UTC 3344 followers, XXX engagements

"forward equity valuations stock market is historically rich (S&P XXX 2024YE): PERCENTILE INDEX MEDIAN EV/Sales: XXX% XX% cash flow yield: XXX XX P/B: XX XX EV/EBITDA: XX XX P/E: XX XX FCF yield: XX XX $spx"
@AnthPB on X 2024-12-31 03:25:35 UTC 3344 followers, XXX engagements

"equity factors 2025YTD "there have been three extreme crowding episodes across style factors Quality Growth / Large Size (Jan) Low Vol (April) and High Beta (current)": 🥵 high beta and momentum: 100th percentile crowding (fastest 3-month rise in 30-years $mtum) $spx"
@AnthPB on X 2025-07-25 23:14:21 UTC 3344 followers, XXX engagements

"Trump's lawfare against liberal institutions had intended consequence of chilling free speech/counterspeech but Jon Stewart's rant about Paramount CBS cancelling Colbert feels like metastasis of the popular resistance: $para #media #1A #censorship"
@AnthPB on X 2025-07-22 04:27:43 UTC 3344 followers, 1131 engagements