Let that sink in.
Category: stocks
SocGen: Stocks Haven’t Been This Expensive So Widely Since 2005
Remember: “it’s all relative”.
Chart Of The Day: Making (World) History
What can we say but…
‘Clearly, Investors Are Feeling Good’: Here’s The ‘Euphoria’ Chart Again
Low vol., “humans” cited.
Reservoir Dogs.
“He’s just gonna decide – out of the blue! – to rip us off?”
‘What Goes Up’: Everything.
And you know what they say about “what goes up”…
The Bernie Madoff Market
I don’t know about you, but “I think something is wrong here”…
‘Just Stop It’: Frantic Search For New Narrative Ensues As 2018 Trading Kicks Off
I’m not entirely sure what everyone expected. If 2018 were a person, it would probably be thinking something along the lines of this: “well shit, give me at least 48 hours to get my feet wet before you start accusing me of being a cheap knock-off of my predecessor.”Â
How Long Can This Last? Survey Says…
We’re in the “sweet spot” – it’s “Goldilocks”- it’s “have your synchronized global growth cake and eat your ongoing central bank accommodation too.”Â
‘Fuggedaboutit’: Bill Gross Says ‘This Market Is Fake’
“Fuggedaboutit.”
‘Little Wonder!’ Here’s The ‘Bad News’ About Earnings
“Outside of a crisis, changes in share prices and earnings highly correlate, and no more so than today.”
‘These Go To 11’: SocGen ‘Goes There’
“This is the second longest stretch of consecutive gains for the MSCI World since its formation in 1969.”
Euphoria (‘Cough – Don’t Do It’)
It’s kind of like going to a wedding reception and telling one of the newlyweds that the person they just married is a pathological liar or that getting married was a terrible idea in general.
One Strategist Says US Stocks Are ‘Most Expensivest Sh*t’ On The Planet
“If you’re used to eating chicken that costs $5/kg, it’s only natural to look for alternatives if the price rises to $10/kg. The problem is that if beef and pork rise from $10/kg to $50/kg, chicken still looks like the best value.”
The Dog Days: July In Charts
The dog days are here…
‘It’s So Easy!’: 9 Straight Months Of Gains For Global Stocks
Grab a 2-liter and a bag of Bugles…
‘Tantrum Risk’ In 2 Charts
Call that “the case of the disappearing diversification.”
Or just call it “rising tantrum risk.”
‘Chain Reaction’ Strikes: Stocks Dive As Sudden Bund Selloff Triggers Bond Bloodbath
“The magnitude of the sell-off is excessive”…
Crude Crashes Abruptly, North Korea Vows More ‘Good-Looking Boys’ For ‘American Bastards’
We just hit technical levels that were a bridge too far at this stage. That’s
And God Said “Let There Be Data: And There Was Data.”
It’s Friday and God said, “let there be data: and there was data.” Let’s start
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
Albert Edwards Wins 14th Straight Award, Leaves Haters Salty, Makes Dire Prediction
“If this is, as we strongly believe, an aberration and the equity yield reconnects with the red dotted arrow, then investors should be petrified of the next equity bear market.”
Synchronized Swimming (We’ve Only Seen This Once Since 2004)
“2017 is on track to be the first year of synchronized equity inflows to all major region funds since 2004.”
Chart Of The Day: The Most Important Leading Indicator Of Them All?
Don’t forget: “everything is made in China these days.”
Sunday Chart Check: “Diversification”
“The market value of iShares 20+ Year Treasury Bond vs. Vanguard Total Stock Market ETF hit a 3-year low in March 2017.”
Chart Of The Day: (No) Go With The Flow
“Flows across the asset classes we track have slowed down to the lowest level since late 2015.”
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