Regarding momentum, did $SPX just crash? pic.twitter.com/dpVecmT7QY
— Alastair Williamson (@StockBoardAsset) December 22, 2018
We’re starting to smell some of the bad milk that we put back in the fridge in 2008
— OCCUPY WISDOM (@OccupyWisdom) December 22, 2018
It seems like Fed Chair Powell insists that QT doesn't matter, but on our models liquidity matters! (see chart – ouch!)
Our last FX weekly this year is about liquidity, witches & warlocks.
Best wishes for the holidays from @enlundm and I.
FX weekly -> https://t.co/GfFltOaUz7 pic.twitter.com/cHSysSGPKh
— AndreasStenoLarsen (@AndreasSteno) December 23, 2018
The first leg of the bear market will end in panic as margined players get taken to the woodshed. We're clearly not at that point. Be patient and buckle up…#everythingbubble pic.twitter.com/KClJvdJTdF
— Kevin Duffy (@kevinduffy1929) December 22, 2018
2. You might have forgot about volatility, but volatility did not forget about you… $SPX $VIX pic.twitter.com/ppLZb8XMVt
— Callum Thomas (@Callum_Thomas) December 22, 2018
Credit vulnerabilities: corporate pic.twitter.com/2Ahoim6qDh
— Alastair Williamson (@StockBoardAsset) December 22, 2018
So companies blew the entire tax cut on share buybacks at the bubble top instead of paying back debt that’s now increasing or investing in capital improvements.
Basically setting money on fire going into a recession. pic.twitter.com/9QIghQZqlP
— OCCUPY WISDOM (@OccupyWisdom) December 23, 2018
Bank Credit/GDP. Labor Day 2008 it was 58.584%, today it is 62.417%. It is different this time with the potential for the ensuing crash to be much worse if things continue the current trend. #Updata pic.twitter.com/HxcVLLfTad
— BlacklionCTA (@BlacklionCTA) December 22, 2018
Themes for 2020s pic.twitter.com/uPmMkgxy1k
— Alastair Williamson (@StockBoardAsset) December 22, 2018
NASDAQ down 21.3% this quarter. 7th worst of all time. That we're within 3.3% of Q4 2008 is an absolutely wild unbelievable literally not believable stat. pic.twitter.com/w6aDVq4bS6
— modest proposal (@modestproposal1) December 21, 2018