Buybacks (blue line) going parabolic this year and investors haven’t been this bullish on U.S. stocks since 2015 while all of the monetary aggregates have slowed substantially

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h/t @MI_Investments

Investors haven’t been this bullish on U.S. stocks since 2015

  • Overweight positioning is sign returns may have peaked: BofA
  • America most popular equity region for first time in 5 years

 

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All of the monetary aggregates have slowed substantially, and real M1 growth is flagging a 1% stall-speed growth economy once we get passed all the pre-tariff buying activity and fiscal sugar-high that skewed Q2 GDP.

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h/t @EconguyRosie

 

#Economic #Policy #Uncertainty Index (EPU) on the rise again, diverging once again from price volatility (#VIX).. should we worry?

h/t @RothkoResearch

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