Equity vol followed the 3-year lead of the US yield curve almost perfectly for the last two decades.
This indicates further pain ahead for stocks.
Kuddos to @OUPEconomics @MacrobondF & @SoberLook for sharing. pic.twitter.com/neODdQ48je
— Otavio (Tavi) Costa (@TaviCosta) June 8, 2019
Commodities-to-S&P 500 ratio just reached a fresh 50-year low!
Amazes me how many ways stocks look absurdly overvalued at the likely top of the business cycle. pic.twitter.com/HSuMBEYMZ8
— Otavio (Tavi) Costa (@TaviCosta) June 11, 2019
1: Crude oil crash 📉✔
2: USDCNH rally 📈 ✔
3: 10Y Yield ⤵ and ⤴✔
4: VIX ↗ ✔
5: Gartman closing shorts ✔
6: Trump tweeting faboulus stock market performance ✔We are ready…
— Alberto Cárdenas CMT (@acardenasfx) June 11, 2019
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