Amazon ($AMZN)
Arm Holdings ($ARM)
Bitcoin ($BTCUSDT)
Coinbase ($COIN)
Russell 2000 ($IWM)
Regional Banks ETF ($KRE)
Meta Holdings ($META)
Microstrategy ($MSTR)
Nvidia ($NVDA)
Nasdaq ($QQQ)
Semiconductors ETF ($SOXX)
S&P 500 ($SPY)
10-Year Treasury ($TNX)
Oil & Gas Exploration ($XOP)
Gross flows in 60th percentile and social media posts in 97th percentile since Jan 2018
Figure 3: US borrowing rate and debt servicing costs
Some pockets of the market are more expensive today vs January 1st
Figure 2: Household debt and debt servicing, DM
Dollar up to new 2024 high