retail is all in calls on cryptos and stocks.. you need to thank them to do their job as liquidity providers t.co/KD8MVIUrxx
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) July 19, 2022
Bankf of America: Investor allocation to stocks plunged to levels last seen in October 2008 Lehman while exposure to cash surged to the highest since 2001, according to the survey. A net 58% of fund managers said they’re taking lower than normal risks.
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) July 19, 2022
yield curve 3ms/10s vs 2s/10s
t-bills yield has a long way to go up yet.. similiar situation to 2000, the yield for 3ms is still undervalued pic.twitter.com/jG5F7xaq71
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) July 19, 2022
Seasonally, the past two weeks are the best weeks to own Tech stocks:t.co/H2oKK4pVs7
Next week, is Tech earnings, which are expected to be a disaster:t.co/bZUnMuGPXH
During Q1 earnings, the Nasdaq broke key support. Now it's at the last line of support. pic.twitter.com/fjp9u24rsD
— Mac10 (@SuburbanDrone) July 18, 2022
The Fed's BIG mistake was believing that pandemic unemployment programs were driving inflation.
Apologists assert that companies don't create inflation.
Maybe, but they are the SOLE beneficiaries of it.
Don't be surprised Wall Street is slow to "price in " deflation. pic.twitter.com/a762KYbWEz
— Mac10 (@SuburbanDrone) July 18, 2022
BofA Fund Manager Survey
"I'm so Bearish, I'm Bullish"
-Record low growth expectations
-Record low profit expectations
-Equity allocation lowest since 08
-Cash levels the highest since 01 pic.twitter.com/bxxzLloLJw— Jonathan Ferro (@FerroTV) July 19, 2022