Many market participants overestimate the "positive" impact of government spending and monetary policies.
Then comes the reckoning.@Hedgeye https://t.co/yitgEInRHf
— Daniel Lacalle (@dlacalle_IA) May 30, 2020
Cities are burning.
Real economy is on life support.
And here we are…
Debating whether the $SPY holds $3k and when the next round of stimulus / easy money is coming.
Divergences everywhere.
— Andrew Freedman, CFA 🦅 (@HedgeyeComm) May 30, 2020
LARGE BANKRUPTCIES IN RECENT WEEKS pic.twitter.com/Eeabp1CleS
— Win Smart, CFA (@WinfieldSmart) May 29, 2020
GDP contributors pic.twitter.com/fxEhicfJiI
— Win Smart, CFA (@WinfieldSmart) May 29, 2020
PHASE 1 CHINA DEAL NOT HONORING pic.twitter.com/GDhW9bLz1u
— Win Smart, CFA (@WinfieldSmart) May 29, 2020
https://twitter.com/stealthebasis/status/1266563695565512705
Citi Panic/Euphoria solidly Euphoric now. pic.twitter.com/uPXrnxSkV5
— Dune AnaIytics (@DuneAnaIytics) May 30, 2020
A pic from almost two weeks ago.. pic.twitter.com/TFver0gxqi
— Alessio (@AlessioTMAD) May 30, 2020
New one for some of you. @realmoney subs might remember this chart from late January. NYSE volume relative to Naz volume pic.twitter.com/T3jbplp1Ta
— Dune AnaIytics (@DuneAnaIytics) May 30, 2020
https://twitter.com/freezerohedge/status/1266775051946225664