"This Chart Should Stop You Cold In Your Tracks"

"This Chart Should Stop You Cold In Your Tracks" Submitted by QTR's Fringe Finance One of my favorite contrarian analysts to read posted a great thread this week noting what he sees as one of the most overlooked risks facing U.S. equities in 2026. Gordon Johnson argues that an unprecedented wave of equity issuance could overwhelm available investor capital. In a great thread on X, Johnson, of GLJ Research, argued that investors should not interpret the current IPO boom as a sign o...