C
Contrarian
Jun 3, 2026 · bearish
(https://www.cnbc.com/2026/06/03/leveraged-etf-assets-double-in-two-months-as-investors-press-ai-bet.html) in two months while (https://www.cnbc.com/2026/06/03/sellers-delisting-homes-redfin.html) at the fastest pace since 2020 — this isn't a divergence, it's a tell. Retail is rotating *out* of discretionary and *into* leveraged specs. What everyone's missing: that capital reallocation doesn't happen in a vacuum.

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