According to The Kobeissi Letter, current bullish sentiment has driven a record 54% of financial assets to be allocated to US stocks, nearly doubling the levels from 2008. This shift sees debt investments at a historic low of 18%, and equity allocation surpassing the peak of the 2001 Dot-Com bubble, presenting significant trading implications.

According to The Kobeissi Letter, a record 54% of financial assets are now allocated to US stocks, a level nearly double that of 2008. This indicates a strong bullish sentiment in equity markets, with equity allocation surpassing the peak seen during the 2001 Dot-Com bubble. Meanwhile, investments in debt have fallen to a record low of 18%, highlighting a significant shift in asset allocation strategies. This could suggest increased confidence in equity performance and potential volatility in debt markets.