Stocks acting like it’s the beginning of an economic expansion or the end.

Stocks acting like it’s the beginning of an economic expansion or the end.

After 70% of the yield curve already inverted at record valuations…

My call is the latter. pic.twitter.com/sNd2jeLNd0

— Otavio (Tavi) Costa (@TaviCosta) January 7, 2020

'Global retail investor interest in EM equities has dwindled, as indicated by the shrinking outstanding shares of EM equity ETFs.' https://t.co/fjBwjbaMGD via @SoberLook pic.twitter.com/JVslnrJNCF

— Jesse Felder (@jessefelder) January 6, 2020

M2 up 5.1% over prior 12 months.

C&I loans borderline negative over past 12 months.

Stockpile cash, lend less.

The expected inventory build could not be coming at a more opportune time.

⁦@Quillintel⁩

⁦@SoberLook⁩ pic.twitter.com/tgGULLO2Zc

— Danielle DiMartino Booth (@DiMartinoBooth) January 6, 2020