Bullish Positioning?
<😲shocked face😆>
But why Santa Claus, why?
“there's an extraordinary amount of excess capital out there chasing fewer and fewer good opportunities. Similar to the labor market. A lot of money chasing the same talent, prices go up.” 🎄
I know a dozen hedge funds in CT. They are all 100% bullish equities. https://twitter.com/DaveHcontrarian/status/1450460569933336589
And with wage growth increasing...
INFLATION = STICKY
#Housing
#Rents
🇺🇸 #Housing | On a YoY basis, US #Rents rose most on record in September ⬇
*Apartment List: +15.1% ⚠
*Zillow (ZORI): +12.9% ⚠
*Yardi: +11.4% ⚠