Buffett record: The US stock market is now worth a record 238.6% of GDP.
Loan stress: CCC leveraged loans are down about 1% this year, while BB and B loans are up about 3.6%.
Gold buying: Central banks added a net 39 tonnes of gold in August.
AI premium: AI winner stocks are pulling far ahead of the rest of the market again.
Thin payouts: The S&P 500 dividend yield has dropped to about 1.07%, below its dot com low.
AI switching: A record 8% of companies changed their main AI model provider in September.
