Wednesday, August 26, 2015

Charts, with comment. (Buy fear)

Market has demonstrated MORE fear in this move than Lehman?!?

Yes, this is a major correction. Now you have the numbers.

Bear in mind the marginal buyer/seller. Feels like ETFs/Passive (indiscriminate) are playing a large role.

For all the talk about slowing Chinese GDP and the stock market, it doesn't seem that they're all that connected. Convenient narrative?

Long Bond Outperforming...for a while now

Sentiment went from Bullish to Very Bearish --- Real Fast

In case anyone asks, What happened in China?

David Einhorn's Holdings - this month performance. Ugh.

Eurozone Credit Leading Equities Higher, ahead of Draghi in Jackson Hole


Bear Market Checklist

China is a big player in commodities, but not the only consumer

No comments:

Lunch is for wimps

Lunch is for wimps
It's not a question of enough, pal. It's a zero sum game, somebody wins, somebody loses. Money itself isn't lost or made, it's simply transferred from one perception to another.