Bear market rallies do a splendid job convincing bears to cover and bulls to go long, right before we dump to new lows.
— Markets & Mayhem (@Mayhem4Markets) July 23, 2022
https://twitter.com/WallStreetSilv/status/1551184412427034624
Chart of JPM represents smart money going long VIX calls with strikes higher than 40, they bet on capitulation of the dumb money
Something is going to happen soon
— Alessio (@AlessioTMAD) July 23, 2022
Everyone keeps saying that it’s bizzarre seeing implied vol of vol collapsing with market
In 2008 happened the same thing.. no one was hedging then like now “everyone is too bearish so I buy” pic.twitter.com/zrv7RAUrE6
— Alessio (@AlessioTMAD) July 23, 2022
Just another interesting chart to consider juxtaposed to a new regime change of monetary tightening. (h/t @SuburbanDrone) pic.twitter.com/Bb2sL50gYv
— warren bachman (@warrenbachman1) July 24, 2022
Housing is the business cycle… a chart we shared with @asr_london clients before, showing how the NAHB data leads unemployment…the risks of recession and higher unemployment are getting clearer every day pic.twitter.com/NruahQ4nmK
— Ian Harnett (@IanRHarnett) July 23, 2022
Either:
A) investors are too bullish (orange), or
B) consumers are too bearish (blue).My view is “A” https://t.co/K8lPQdiwGg
— AnilVohra1962 🇬🇧🇨🇦 (@AnilVohra1962) July 23, 2022