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Colin Shen,CFA's avatar

Great catch. But I think the surge in the ratio is more due to a sharp drop in the denominator. To me, the margin debt is more like a lagging indicator, because when people's risk appetite rises, they are willing to borrow debt for investment(Gambling). Once the economy declines, people immediately refuse to take on any risky investments, so the margin debt will also decline.

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Maverick Equity Research's avatar

Indeed, great take Colin, thank you.

P.S. I will update this report soon as it was quite requested. Cheers!

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Defy the Odds's avatar

I keep telling the same thing for a while. Thanks to show this with great charts!

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Maverick Equity Research's avatar

Good internal dialogue. Welcome.

Some will get ruined by the margin debt, but system wise, it's not a systemic issue imho, at least not for now.

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Gerry with a G's avatar

Like he said....margin, whisky and/or women are the way to ruin.

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Maverick Equity Research's avatar

Indeed, that's about it :). The saying is: Leverage does it quickly while Ladies & Liquor take longer but do the same too ;)). Cheers!

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