$ARKK vs dotcom bubble 👇 This chart simply continues to be amazing. Human nature does not change, only the bubbles change. Ht @t1alpha pic.twitter.com/bbc7KBpRNp
— Michael A. Arouet (@MichaelAArouet) July 19, 2022
Nasdaq earnings yield – 5yr tip. NASDAQ now more expensive vs. 5-yr tip than before the sell-off pic.twitter.com/qJiqrAIHdD
— Michael J. Kramer (@MichaelMOTTCM) July 19, 2022
Very short/negative positioning is a often a great longer term contrarian signal, but it isn't the best timing tool. For example, today's BofA Fund Manager survey showed lowest allocation to stocks since Oct 2008, but the S&P didn't bottom until 5 months later and ~30% lower… pic.twitter.com/ECclIVVwAF
— Cameron Dawson (@CameronDawson) July 19, 2022
The last time we saw the S&P 500 cross above the 50-day MA with less than 20% of stocks above the 200-day MA was at the end of 2008 and after the low in 2009. pic.twitter.com/ZXbNKcPKN0
— Andrew Thrasher, CMT (@AndrewThrasher) July 20, 2022
Well that's quite some risk aversion… pic.twitter.com/E8juBeXJXO
— Ronnie Stoeferle (@RonStoeferle) July 19, 2022
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