So… USD liquidity fell JUST -3.4% in just over a half a month to today, or $138bn, from all time highs, and the stock market completely fell apart.

So… USD liquidity fell JUST -3.4% in just over a half a month to today, or $138bn, from all time highs, and the stock market completely fell apart. What happens, I wonder, when liquidity normalizes – i.e., pre-COVID liquidity levels suggests another ~$2.8tn needs to "come out"? pic.twitter.com/1jxm4xXROB

— Gordon Johnson (@GordonJohnson19) October 1, 2021

Cathie Wood’s flagship ARK Innovation ETF likely just recorded its biggest ever quarter of outflows, with about $1.97 billion leaving https://t.co/6RUoS259Ps

— Win Smart, CFA (@WinfieldSmart) October 1, 2021

https://twitter.com/Bellehos/status/1443626297138233348

https://twitter.com/InvariantPersp1/status/1443991544608948225

#recession … #StockMarket #Bubble edition#Options #OptionsTrading https://t.co/xIjjbmb1B8

— Invariant Perspective (@InvariantPersp1) October 1, 2021

September
Vol $VIX: +40%
Tesla $TSLA: +5%
Bonds $AGG: -1%
Gold $GLD: -3%
S&P $SPY: -5%
Amazon $AMZN: -5%
Nas 100 $QQQ: -6%
Apple $AAPL: -7%
Microsoft $MSFT: -7%$GOOGL: -8%
Bitcoin $BTC: -9%
ARK Innovation $ARKK: -9%
Facebook $FB: -11%
Ethereum $ETH: -13%
Evergrande $EGRNF: -34%

— Charlie Bilello (@charliebilello) October 1, 2021

https://twitter.com/Techs_Global/status/1443683448124813316