Sahh hot right now

In case you missed it - capital markets are doing ok right now.

Of course, if I could tell you when markets hit “the top” I wouldn’t be writing blogs... I’d be happily retired in the Cote d’Azur or St Barts.

But for now - here's some data on exactly how hot things are in money printing (Macro), M&A, Housing, Funds, VC and Infrastructure.

Check out exactly how hot they are below (and as always do you own research).

Macro - Uncle Sam’s printer has hit "power mode"

Macro - Lagarde's printer isn't idle either

M&A – Aussie bankers are flat out !!

Housing - Rental yield is irrelevant for Aussie houses (note - price to income is not at an all time high)

Fundies – ATH… with 4 months to go. In fact they're turning $$ away

Fundies – 27x earnings is now reasonable

VC - Appetite for funding is huge

Infra - Excess capital is the chief concern for Infra funds