When there is little value to be found on the long side of the market, there is much opportunity on the short side.
Crescat’s October performance letter is out. https://t.co/GuY1L8KUjl
h/t @TaviCosta pic.twitter.com/8MyrKxnrtO
— Kevin C. Smith, CFA (@crescatkevin) November 15, 2020
S&P looks a tad overvalued
👇👇👇 pic.twitter.com/KMgPaoDHEX— Win Smart, CFA (@WinfieldSmart) November 15, 2020
#recession … #Tech #Bubble 2.0 edition
via @DereckCoatney https://t.co/OANdDmGQeJ— Invariant Perspective (@InvariantPersp1) November 15, 2020
— M/1_LP (@MI_Investments) November 15, 2020
The trailing 12-month P/E ratio for $SPX of 28.5 is well above the 5-year average (20.7) and well above the 10-year average (18.1). https://t.co/0ZWi6DSoxE pic.twitter.com/Z3EpBHyzqG
— FactSet (@FactSet) November 15, 2020
#recession … #StockMarket #Bubble edition#SPX #SPX500 $SPY #ES_F $ES https://t.co/wmpr6DN0W3
— Invariant Perspective (@InvariantPersp1) November 16, 2020
https://twitter.com/RetirementRight/status/1328052631617622016
WTF ! pic.twitter.com/BcMo8UsaOj
— xTrends (@xtrends) November 15, 2020
Very interessting chart from @crossbordercap. Even if the global liquidity seem to be higher due to higher debt. ( Debt <-> Liquidity = Leverage / Volatility)
We can see that the appetite for risk is at the lowest in a uncertainty context, which is a clue for the middle run rates pic.twitter.com/V9btQeMFMJ— Dorian Gray (@Analystlearner) November 15, 2020
#recession … #StockMarket #Bubble edition#SPX #SPX500 $SPY #ES_F $ES https://t.co/sFBeK2tIiE
— Invariant Perspective (@InvariantPersp1) November 16, 2020