Entering ECB/FOMC/Tech Earnings amid the lowest liquidity of the year.
Market is back to overbought.
Bulls, let it ride. pic.twitter.com/nDFmrw8GbG
— Mac10 (@SuburbanDrone) July 20, 2022
This is why sentiment and positioning no longer matters – because the biggest seller of financial assets is just getting ramped up.
This is now the biggest scam market in history. And the extent of criminality will bury most retail investors. pic.twitter.com/V7HTJNG9ae
— Mac10 (@SuburbanDrone) July 20, 2022
CN 🇨🇳: Dollar shortage accelerating. CN will have to sell much more treasuries. Fed overtightening. https://t.co/kBjG3RIfXA
— Ilia Sakowski (@IliaSakowski) July 20, 2022
https://twitter.com/michaeljburry/status/1549800120002088960
https://twitter.com/MFHoz/status/1549842237789437954
General stores are sitting on a crazy amount of inventory, relative to sales: pic.twitter.com/xQPh79TUbi
— Srivatsan Prakash (@SrivatsPrakash) July 20, 2022
44% of yield curves are now inverted.
Still not at the 50% mark that has historically been a precursor to recessions. pic.twitter.com/LYEtPZj3gW
— Bravos Research (@bravosresearch) July 20, 2022
This is a pretty interesting divergence regarding CFO optimism on the economy vs. their own company. pic.twitter.com/ZzXoShgyPu
— VKMacro (@VKMacro) July 20, 2022
https://twitter.com/WallStreetSilv/status/1549816407365259264