Yep. Batshit.
Category: nasdaq
Trader: ‘Too Many Asset Classes Feel Both Stretched And Crowded’
“The rubber band is stretched, but keeps getting pulled back farther and farther.”
‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning
Oh, good.Â
The new edition of BofAML’s Global Fund Manager survey is out, which means we get a fresh look at what folks told Michael Hartnett about the “most crowded trades”.
Face The Music.
In terms of news flow on Tuesday, everything took a backseat to Facebook and the worsening Cambridge Analytica scandal, which is spiraling rapidly out of control.
Nomura Unveils The ‘4 Triggers’ That Will ‘Burst The Data Bubble’
Whether that’s a good or bad thing for society is an open question and largely depends on how regulatory action is justified and who it is that’s doing the regulating.
Crazed Investors Panic-Sell Nasdaq ETF Days After Panic-Buying Same ETF
Boy, you morons are a fickle bunch, I’ll tell you what.
Tech ‘Triple-Whammy’: Beware A Domino Effect
Here we are a day on from some Facebook-induced market mayhem and it looks like everyone is in wait-and-see mode. Who can blame them?
Train Wreck.
Monday was a train wreck from start to finish.
Tech Shares Look Like They Want To Collapse As Facebook Jitters Weigh
It looks like this might turn into something of a shitshow for Facebook over the next several days and that will of course weigh on tech and the broader market more generally if the losses worsen.Â
Growth Is The New ‘Value’ – If You Just Divide Up The Numbers ‘Right’
“In a surprising twist, some high multiple growth stocks actually represent an appealing “value†opportunity.”
David Stockman: Amazon Is The ‘Bubble Tracker’
“Since the rules of arithmetic apparently have not yet been “disrupted”, AMZN’s implied multiple on operating free cash flow has erupted from an already frisky 39X to a completely absurd 120X.”
Different Week, Same Joke.
Another week and the same joke continues to apply.
From Russia With Love.
Trade wars, Russians, morons, markets.
Toon Time.
C’est la vie.
Hard Rexit.
Let’s see, where do we start with the crazy?
And Now, We Wait.
It says a lot about how uninspiring a given day truly was when the biggest news involves Larry Kudlow.
The Interview.
Well, what can you say about this week?
(Trade) War And Peace.
Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.
Trade On, Trade Off.
Days like today are always amusing to the extent they bring out the Don Quixote in people.
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
This Is ‘Atypical’: Hedge Funds Ride Out Correction By Sticking With Most Crowded Positions
Well in a testament to the relative merits of doing the opposite of what David has been doing by simply riding the wave in the bubble stocks (with leverage) at a time when nothing makes any sense…
Wait, What?
If you don’t have a sense of humor, the market’s reaction to the Fed minutes was probably pretty frustrating for you.Â
Welcome Back!
The win streak is over.
‘You’re Going The Wrong Way!’
“Oh, they’re drunk. How would they know where we’re going?”
‘I Was Told There Would Be No Corrections’
To be sure, in some contexts it’s impossible to be on the “wrong” side of “being screwed”. Unfortunately, this isn’t one of those contexts.Â
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