market rates before crash.jpg (862×444)
"Every market crash has been preceded by Fed tightening."
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The first showed the unmistakable correlation shift between 10Y yields and the S&P, which we said is "considerably...
$TNX leads $XLU follows, both obey lord and master king $$ $UUP
Furthermore, we find it instructive that Bitcoin also peaked on December 18th.
While stocks soared almost unprecedentedly higher in January before collapsing in February, market valuations did...
@Chi Yeah, BUTT, just think 'they' know OR THINK "THEY" KNOW. "while firing my weapons or anyone elses. Just...
2Y Treasuries now yield 27bps more than the S&P 500...the most in 10 years...
US Macro Surprise data is starting to roll over quite notably
Dollar breaks, gold soars
Palladium @ a new all time high Higher than platinum again Next one? Silver higher than a ton of iron ore? Nah...
Assets to GDP - yet another extreme never before seen in the history of the universe
or the first 11 months of this year, gold and bitcoin were largely positively correlated (albeit low at 0.25). Tha...
Every bull market is unique, but the one in China right now looks downright strange....the stock market in China i...
Stock Market Brags by POTUS
Over the last 4 weeks there has been a resurgence in value strategies. Going into November, factor leadership was...
Stock and bond markets have been extraordinarily quiet since February 2016 lows. How quiet? A 60/40 portfolio cons...
The last time equities outperformed bonds for 7 straight years was 1928
The more the Bitcoin is worth, people search for it more. The mo...
The more the Bitcoin is worth, people search for it more. The more people search for it, the more it's worth.
But then again.. the world has also never seen so many central banks, printing so much money, for so long a time...
Gold/Copper ratio breaking 10-year support
For 1st time in 17 weeks, #hedgefunds net long $RUT futures, even as cash showing signs of fatigue after huge run. $IWM
Treasury-Bund Spread .jpg
Treasury-Bund Spread Says Dollar Has More Room to Fall
Market has laughed at the "typical seasonal weakness" story this year. Won't stop folks from talking up "typical s...
Another new record in noncommercial net shorts in $VIX futures: Expect zombie-like action until a geopolitical cat...
Other times since 2009 that newsletter bulls-bears spread was >45%. Last time was March ($SPX fell 3% during month)
Global M&A activity has slowed and likely peaked.
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A record percentage of people think the stock market will rise over the next 12 months
The stock market has become excessively calm and quiet, befitting a meaningful top.
Since 2009 low, divergences preceeded a crisis
Bank of Japan net asset value of Japanese stock market ETF vs. Topix
Last week, former fund manager Rich Breslow made it clear that "the only thing standing between this being full-blown...
Don't Fight The Fed...Or SWFs, Or SNB, Or Buybacks
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Alarm Bells Ringing: Cantillon Consulting’s stock market thermometer, the Sotheby Indicator, is flashing warning...
The closing quote monkey business in VXO continues this week. Today should have been new closing low, but "somebod...
Something screwy going on lately in VXO quotes. Somebody painting the tape at the close?
Is the reflation theme now hitting a key support level and about to reverse higher as many are saying the reflatio...
f you look really hard at the chart you may notice the one "asset" in the world that 'agrees' with US equities......
Over the past 90-days, bond ETF ZROZ has nearly doubled the returns of the S&P 500. Despite the S&P doing well thi...
Volatility Index: 7 out of top 20 lowest weekly closes have occurred in 2017. Most peaceful market in history. $VIX