There is no "cash on the sidelines."
For every buyer, there is a seller, so liquidity flows are a NET ZERO. What moves prices higher is a LACK OF SELLERS (#liquidity), forcing buyers to push prices higher to pull sellers into the market. pic.twitter.com/uEq5p5FJVU— Lance Roberts (@LanceRoberts) December 15, 2020
The money on the sidelines! https://t.co/1itHbQVLM7
— BLACK SWAN – CITIZEN OF USZIMBABWE (@RetirementRight) December 16, 2020
#recession … #StockMarket #Bubble edition
Looks like #HedgeFunds have been adding #Leverage ever since the #Fed started flooding the market with #Repo #liquidity & #NotQE in September 2019, aside from the March 2020 blip met with even more massive #QE… #MoralHazard https://t.co/nlUCboKDZ2
— Invariant Perspective (@InvariantPersp1) December 15, 2020
BofA's Fund Manager Survey is out
-Cash levels hit 4%, triggers BofA sell signal
-Record 31% long small-caps vs large-caps
-Record 87% expect higher long-term yields
-Most crowded trades: long tech, short USD— Jonathan Ferro (@FerroTV) December 15, 2020
Another reading on liquidity. E-mini futures bid ask pic.twitter.com/4wpflibkUa
— Gianluca De Stefano (@Theimmigrant84) December 15, 2020
Reality vs expectations pic.twitter.com/i9Qc5PvvRp
— Alessio Urban (@AlessioUrban) December 15, 2020
SPACs by year pic.twitter.com/SzXniVzUQd
— Win Smart, CFA (@WinfieldSmart) December 15, 2020
Hedge Fund Leverage pic.twitter.com/nkFoy03u1q
— Win Smart, CFA (@WinfieldSmart) December 15, 2020
Palm reading the future of tech IPOs
Wall Street IPO bonanza stirs uneasy memories of 90s dotcom maniaInvestors warn of ‘frothiness’ as retail investors race to get a slice of hot offeringshttps://t.co/xRnXAxRfNt #venturecapital #vc #fund #IPO #pension #investor @ennovance $ https://t.co/KNDvf7Ot5Y pic.twitter.com/ahFUiCkyLP
— Mo Hossain (@MoHossain) December 15, 2020