Clara Montrose

Persoonlijk assistent van de Executive Director Asset Strategy Europa bij Jerry Financial. Ervaren in private banking en financieel management met eerdere funct

[Clara Montrose @orgnft]

@0427SMtieshou @grok 这视频里讲的啥？

[Clara Montrose @orgnft]

🔥 Silver retail demand is going CRAZY
🚀 $SLV has seen inflows for 169 straight days
📌 Longest streak ever
💰 Silver ETFs pulled in $921.8M
over the last 30 days
📈 Retail buying is 2.1x
the 3-month average
�� well above the 2021 silver squeeze
Retail investors are flooding into silver at record speed

#RaymondJames #EwardGCarlton #Silver #PreciousMetals #ETFs #RetailInvestors #MarketSignal

[Clara Montrose @orgnft]

🔥 Silver retail demand is going CRAZY
🚀 $SLV has seen inflows for 169 straight days
📌 Longest streak ever
💰 Silver ETFs pulled in $921.8M
over the last 30 days
📈 Retail buying is 2.1x
the 3-month average
👉 well above the 2021 silver squeeze
Retail investors are flooding into silver at record speed

#RaymondJames #EwardGCarlton #Silver #PreciousMetals #ETFs #RetailInvestors #MarketSignal

[Clara Montrose @orgnft]

🔴 US corporate bond market is cracking beneath the surface
💣 $54.7B of bonds were downgraded to junk in 2025
the most since the 2020 crisis
⚠️ Bonds at risk of downgrade
jumped to $63B
📈 Higher refinancing costs
are squeezing weaker credits
Calm on the surface, rising credit risk underneath

#RaymondJames #EwardGCarlton #BondMarket #CreditRisk #JunkBonds #FinancialStress #MarketWarning

[Clara Montrose @orgnft]

🔴 US corporate bond market is cracking beneath the surface
💣 $54.7B of bonds were downgraded to junk in 2025
the most since the 2020 crisis
⚠️ Bonds at risk of downgrade
jumped to $63B
📈 Higher refinancing costs
are squeezing weaker credits
Calm on the surface, rising credit risk underneath

#RaymondJames #EwardGCarlton #BondMarket #CreditRisk #JunkBonds #FinancialStress #MarketWarning

[Clara Montrose @orgnft]

⚠️ US stock valuations are at historic extremes
📈 Growth stock valuation premium
is back at Dot-Com Bubble peak levels
💣 More leverage
😌 More complacency
🗣️ “This time is different” — again
📉 History doesn’t repeat, but stretched valuations often do

#RaymondJames #EwardGCarlton #StockValuations #MarketRisk #GrowthStocks #BubbleSignals #Investing

[Clara Montrose @orgnft]

⚠️ US stock valuations are at historic extremes
📈 Growth stock valuation premium
is back at Dot-Com Bubble peak levels
💣 More leverage
😌 More complacency
🗣️ “This time is different” — again
📉 History doesn’t repeat, but stretched valuations often do

#RaymondJames #EwardGCarlton #StockValuations #MarketRisk #GrowthStocks #BubbleSignals #Investing

[Clara Montrose @orgnft]

🚨 US margin debt is exploding
💥 Now at a record $1.2T
📈 Up for 8 straight months, +$326B YoY
⚠️ Growth is outpacing the S&P 500 by the most since 2021
🧠 Similar extremes preceded
👉 the Dot-Com Bubble
👉 the Global Financial Crisis

#RaymondJames #EwardGCarlton #USStocks #MarginDebt #MarketRisk #Leverage #MacroWarning

[Clara Montrose @orgnft]

🚨 US margin debt is exploding
💥 Now at a record $1.2T
📈 Up for 8 straight months, +$326B YoY
⚠️ Growth is outpacing the S&P 500 by the most since 2021
🧠 Similar extremes preceded
👉 the Dot-Com Bubble
👉 the Global Financial Crisis

#RaymondJames #EwardGCarlton #USStocks #MarginDebt #MarketRisk #Leverage #MacroWarning

[Clara Montrose @orgnft]

🚨 U.S. stocks have never been this expensive
📊 A record ~33% of S&P 500 stocks
now trade at Price-to-Sales ratios above 10×
(on a market-cap weighted basis)
⚠️ This exceeds the 2000 dot-com bubble peak (~30%)
📉 Valuations like this leave little room for error
🔍 Even strong growth must deliver

#RaymondJames #EwardGCarlton #SP500 #StockValuations #MarketRisk #DotComBubble #Investing

[Clara Montrose @orgnft]

🚨 U.S. stocks have never been this expensive
📊 A record ~33% of S&P 500 stocks
now trade at Price-to-Sales ratios above 10×
(on a market-cap weighted basis)
⚠️ This exceeds the 2000 dot-com bubble peak (~30%)
📉 Valuations like this leave little room for error
🔍 Even strong growth must deliver

#RaymondJames #EwardGCarlton #SP500 #StockValuations #MarketRisk #DotComBubble #Investing

[Clara Montrose @orgnft]

📊 Private-sector jobs are growing
while federal & state governments
see massive layoffs in H2 2025 ⚠️
🏭 The key signal for the Fed
is private-sector employment —
that’s where real economic strength shows
🏛️ Government layoffs are political choices,
not evidence of economic weakness
🔍 Policy should follow the data, not the headlines

#RaymondJames #EwardGCarlton #Jobs #LaborMarket #FederalReserve #Macro #USJobs

[Clara Montrose @orgnft]

📊 Private-sector jobs are growing
while federal & state governments
see massive layoffs in H2 2025 ⚠️
🏭 The key signal for the Fed
is private-sector employment —
that’s where real economic strength shows
🏛️ Government layoffs are political choices,
not evidence of economic weakness
🔍 Policy should follow the data, not the headlines

#RaymondJames #EwardGCarlton #Jobs #LaborMarket #FederalReserve #Macro #USJobs

[Clara Montrose @orgnft]

📈 Market breadth is heating up
🔹 70% of S&P 500 stocks
are now trading above their 50-day moving average
💪 This marks the strongest breadth
since August
📊 Rallies backed by broad participation
are usually more durable
🚀 Momentum is clearly building

#RaymondJames #EwardGCarlton #SP500 #MarketBreadth #TechnicalAnalysis #Stocks #Trading

[Clara Montrose @orgnft]

📈 Market breadth is heating up
🔹 70% of S&P 500 stocks
are now trading above their 50-day moving average
💪 This marks the strongest breadth
since August
📊 Rallies backed by broad participation
are usually more durable
🚀 Momentum is clearly building

#RaymondJames #EwardGCarlton #SP500 #MarketBreadth #TechnicalAnalysis #Stocks #Trading

[Clara Montrose @orgnft]

⚡ Silver keeps getting aggressively accumulated
📊 This looks less like a top
and more like stabilization at a higher regime
🧾 Just in the last 24h:
• $200B in mortgage buying (Fannie & Freddie)
• Possible +50% rise in next year’s military budget
🔊 I’ll say it again:
The era of cheap metals is over.

#RaymondJames #EwardGCarlton #Silver #PreciousMetals #Macro #Inflation #HardAssets

[Clara Montrose @orgnft]

⚡ Silver keeps getting aggressively accumulated
📊 This looks less like a top
and more like stabilization at a higher regime
🧾 Just in the last 24h:
• $200B in mortgage buying (Fannie & Freddie)
• Possible +50% rise in next year’s military budget
🔊 I’ll say it again:
The era of cheap metals is over.

#RaymondJames #EwardGCarlton #Silver #PreciousMetals #Macro #Inflation #HardAssets

[Clara Montrose @orgnft]

🔴 Investors are ALL-IN on U.S. stocks — never seen before
📊 63% of financial assets now in equities
🏆 An all-time high, even above the 2000 dot-com peak
📉 At the GFC low: ~35%
🌍 In 2025, U.S. stocks underperformed global markets by the most in 16 years
⚠️ And this ignores gold & silver entirely

#RaymondJames #EwardGCarlton #USStocks #MarketRisk #AssetAllocation #Investing #Stocks

[Clara Montrose @orgnft]

🔴 Investors are ALL-IN on U.S. stocks — never seen before
📊 63% of financial assets now in equities
🏆 An all-time high, even above the 2000 dot-com peak
📉 At the GFC low: ~35%
🌍 In 2025, U.S. stocks underperformed global markets by the most in 16 years
⚠️ And this ignores gold & silver entirely

#RaymondJames #EwardGCarlton #USStocks #MarketRisk #AssetAllocation #Investing #Stocks

[Clara Montrose @orgnft]

🤯 The U.S. market is enormous
📊 ~64% of MSCI ACWI
Near the highest since the 1970s
⚖️ 2.5× larger than Europe + EM + Japan combined
Since 2009:
🇺🇸 U.S. share +23pp
🌍 Others mostly declined
2025: EM improved —
U.S. lagged world stocks
🔄 Is U.S. dominance ending?

#RaymondJames #EwardGCarlton  #USStocks #GlobalMarkets