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Animal Spirits: Is Debt Fueling the Rally?

Wednesday, July 1, 2026Ben CarlsonView original
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. The post Animal Spirits: Is Debt Fueling the Rally? appeared first on A Wealth of Common Sense. ...

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