Hey friends! Today's Mayhem in the Markets video goes in-depth on the markets and economy, talking about what I'm watching, why it matters, and more.
00:00 Introduction
00:41 Debts up, savings down
01:46 Mortgage costs are the highest in decades
04:30 Cooked to perfection? Chinese bank books
05:06 ARKK bleeds as the old economy leads
09:02 The NASDAQ is extremely overbought
12:25 Banks are sitting on enormous unrealized losses
14:02 You can practically hear the vacuuming sound (from central banks)
14:43 Money supply growth is collapsing
16:55 Liquidity continues to drain from the financial system
17:30 Used vehicle prices have fallen the most on record
18:13 Existing home sales are dropping fast
20:20 Chart analogs are a fool's errand
I appreciate your feedback in the comments section! Questions are welcome, too.