Nomura’s McElligott On Monday Momentum Massacre: ‘One Of The More Stunning Trades In Modern Market History’
“And yet HILARIOUSLY, Joe Schmoe retail investor looking at simple Index returns wouldn’t have had ANY idea of the calamity occurring”.
Category: value
Of Course Nomura’s Charlie McElligott Knows What’s Wrong With Stocks On Monday…
“… said every equities PM ever.”
Someone Is Wrong: November Sees Dueling Flows In Growth, Value Products
Can they both be right?
Requiem For October.
Another bad dream.
‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy
Why it would “be prudent” to wait on full capitulation.
One Trader Thinks Millennial Investors Are About To Get Slaughtered
“Ahhh… Millennials… You gotta luv ‘em.”
One Trader ‘Would Love To Return To A Market Where Chasing The Hot Stock No Longer Works’
“Great. I have now shown that fundamentals don’t matter and that chasing the hot stock is all one needs to do to outperform.”
Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout
Who knows, maybe Netflix can turn the tide.
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.