Mostly crowded into Ai Ponzi units.
🚨US MARGIN DEBT IS FLASHING A WARNING:
US margin debt as a share of M2 money supply spiked to 6.2% in May.
This is just shy of the all-time record of 6.3%, set at the height of the 2000 Dot-Com bubble peak.
Total margin debt now stands at $1.4 trillion, an all-time high in… pic.twitter.com/maW9yu89Tr
— Global Markets Investor (@GlobalMktObserv) July 5, 2026
Private investor cash at all time lows.
Private Client Investor Cash Levels…
When people suggest to me that sentiment isn’t all that bullish, this key data point suggests otherwise: cash allocation among BofA private clients (as % of AUM) is at a generational low.
Let that sink in. In other words, although investors… pic.twitter.com/LHo4ZEEcKU
— JTheretohelp1 (@JTheretohelp1) July 5, 2026
Foreign investors now hold 62% of their US financial assets in equities. The highest allocation in 70 years of data.
Higher than 2000, when the number peaked at 53% and the Nasdaq lost 78%.
Foreigners were at 25% in 1974. 25% in 2009. Both generational bottoms. Nobody wanted US… pic.twitter.com/Ix9gxnpZF9
— Thierry from arvy 🇨🇭 (@ThierryBorgeat) July 5, 2026
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