The US stock market is witnessing a historic run: The MSCI USA Index's market cap relative to the US M2 money supply is up to a record 270%. This ratio is up +120 percentage points since 2022. This now surpasses the 2000 Dot-Com Bubble peak by ~40 percentage points, and the https://t.co/dHtE87ZHy9
Original source ↗  |  February 16, 2026 at 01:32 UTC  |  Twitter - @KobeissiLetter

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [3] TICKER: Credit market instruments (e.g., corporate bond ETFs, credit default swaps) DIRECTION: Short THESIS: Morgan Stanley predicts AI disruption will lead to a "day of reckoning" for credit, implying a negative outlook for credit markets. SPEAKER: @zerohedge (reporting Morgan Stanley's view) TIMEFRAME: Medium-term / Long-term

IDEA [10] TICKER: JPY (Japanese Yen), Nikkei 225 ($N225, $EWJ) DIRECTION: Short THESIS: Japan's Q4 GDP growth significantly missed expectations (0.1% vs 0.4% est), indicating

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