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September market leverage & market commentary ?4
10:34 22-Oct-25
Market leverage for
September declined only slightly from the record
highs seen last month to 5.78x free credit. Such conditions
can persist for longer than many might think, and the main service
has noted October trading being characterized by bear traps.
GOOG(L) rebounding
on rumor
of a multi-billion dollar cloud deal with Anthropic shows the AI
trade isn't dead yet, despite Meta cutting
a substantial portion of its "superintelligence"
staff. Furthermore, leverage factors can go beyond just the stock
market with a weakening labor market and CrowdWisers spot checks
seeing home offering prices faltering even in the most stable
regions. Although such market conditions call for extreme care,
that has more to do with stock selection and position sizes than
trying to pick tops and bottoms.September American natural gas and electricity prices are not available due to the federal shutdown, which probably suits the White House just fine, since natural gas at Henry Hub is back up to $3.47. About the only hope for market rationality is that Trump will need to come up with headlines from somewhere new, with peace in Gaza faltering, and none in sight for Ukraine.