Stimulus came and went…. SPX & VIX looks in perfect set up… Sovereign credit risk is back!
Stimulus came and went. Real disposable personal income per capita (the most important income measure) is now below the pre-COVID trendline. The trendline was only ~1.8% from 2009-2020. pic.twitter.com/0DwUr7YcTU — Eric Basmajian (@EPBResearch) October 29, 2021 https://twitter.com/VSoien/status/1453905649901912065 https://twitter.com/NorthmanTrader/status/1454108084041826310 Amazon badly misses on earnings and revenue, gives disappointing fourth-quarter guidance https://twitter.com/NorthmanTrader/status/1454064045003317252 The best/worst is yet to … Read more