Fund@mental Weekly Review

Fund@mental Weekly Review (EN) Aug 31st, 2025


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Title: Market Rally Fueled by Debt? Bubble Talk & the Fed's Tightrope Walk | Fund@mental Weekly Review


Description: In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net to help you grasp the most important shifts in the global economy. We analyze a market rally to new highs fueled by a record pace of buybacks and margin debt. We cover the risk of concentration with NVDA and the "bubble talk" comparisons to the 1989 Japanese market. The episode also explains the technical risk of "negative gamma", which could amplify a market decline. Finally, we discuss the Fed's difficult balancing act between inflation and jobs, and how political pressure raises fundamental questions about its independence. This is your source for daily, data-driven financial analysis to understand the future of global investment. Discover more at myfundamental.net/insights!



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Fund@mental Weekly ReviewBy Fund@mental