Stimulus came and went…. SPX & VIX looks in perfect set up… Sovereign credit risk is back!

Stimulus came and went. Real disposable personal income per capita (the most important income measure) is now below the pre-COVID trendline. The trendline was only ~1.8% from 2009-2020. pic.twitter.com/0DwUr7YcTU — Eric Basmajian (@EPBResearch) October 29, 2021 https://twitter.com/VSoien/status/1453905649901912065 https://twitter.com/NorthmanTrader/status/1454108084041826310 Amazon badly …

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Texas Looks Like the Dominican Republic

by Chris Black Are these the “social skills” I’m always told home-schooled kids are missing out on? The future looks 3rd world. https://twitter.com/libsoftiktok/status/1446126310347075590?s=28  

Looks a lot like 2008…

#recession … #GFC2 #Commodities edition Looks a lot like 2008… #IronOre 📉 https://t.co/pYV09mR5YT — Invariant Perspective (@InvariantPersp1) September 19, 2021 $VIXNo room for complacency WHEN it arrives it will arrive fast and from left field. Won't be long. pic.twitter.com/cjD3OqrTcG — …

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