Investors say companies 'overinvesting' for the first time in 20 yearsLong Mag 7 most crowded trade for 54% of respondentsEmerging markets and banks most vulnerable to proper Q4 risk-off moveFroth to correct further without Fed December rate cutBullish positioning a headwind not tailwind for risk assetsVery low 3.7% cash levels are 'sell-signal'Global investors are most overweight stocks since February 2025Most overweight commodities since September 2022These findings shouldn't surprise anyone as they've been in the financial media for a couple of weeks now. The concerns of an AI bubble really picked in the last few weeks and that coincided with Powell turning a bit more hawkish by not guaranteeing a December cut. The market and the economy look now very dependent on further rate cuts, and if those don't come, we could see some more corrections. This article was written by Giuseppe Dellamotta at investinglive.com.