Do people realize that the set of “record-high” macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter?

Do people realize that the set of "record-high" macro figures in the first and second quarter helped by the base-effect will likely be a record slump in the third and fourth quarter? pic.twitter.com/4wLTUm3KTH

— Daniel Lacalle (@dlacalle_IA) April 5, 2021

lowest total put/call ratio since 2/22

— Helene Meisler (@hmeisler) April 5, 2021

UBS has a 94-page deep-dive on how many retail store will close over the next five years.

Their answer: ~80,000, about 9% of the existing store base.

Affecting apparel, electronics and furniture the most. pic.twitter.com/osOCrewCSe

— Carl Quintanilla (@carlquintanilla) April 5, 2021

"Its impossible to spot a bubble until after it bursts" – Jerome Powell t.co/hLGVF49rQx pic.twitter.com/dZ5o5UzTAE

— BLACK SWAN's HAVE BEEN CANCELLED (@RetirementRight) April 5, 2021

Reflation trade bro t.co/7FxK4QdZbr

— Alessio (@AlessioUrban) April 5, 2021

Short Everything pic.twitter.com/yJdC2pIRrh

— BLACK SWAN's HAVE BEEN CANCELLED (@RetirementRight) April 5, 2021

The truth bleed, one drop at a time. The AIG classic, they tell Hank Paulson it’s $85B and a week later it’s $180B… Sheep… t.co/utuqQo9WsQ

— Lawrence McDonald (@Convertbond) April 5, 2021

The next "Warren Buffet" about to learn it the hard way…$ARK pic.twitter.com/wtSq2Jdw8w

— HOZ (@MFHoz) April 5, 2021

Buying the stock market at the highs pic.twitter.com/HgFoWFJvxU

— Alessio (@AlessioUrban) April 5, 2021

$WTI

Finished the right shoulder, now it is time to take the elevator down….. pic.twitter.com/7SSnSawpQG

— HOZ (@MFHoz) April 5, 2021

Strong ISM a warning sign? pic.twitter.com/vZ941vUDhE

— Win Smart, CFA (@WinfieldSmart) April 5, 2021