Oh, How Quickly The Narrative Pendulum Swings!
Take two minutes and watch this video I clipped together contrasting the intros to Bloomberg’s Real Yield show which is a weekly panel discussion with some of the biggest fixed-income managers in the world. The first half is from August 30th and the second September 13th. What a difference two weeks makes… There is nothing […]
A Monday Dirty Dozen [CHART PACK]
Opinion is like a pendulum and obeys the same laws ~ Arthur Schopenhauer Good morning! In this week’s Dirty Dozen [CHART PACK] we look at technical and sentiment indicators showing short-term overbought levels in US equities, incredibly low hedge fund exposure to stocks, the ‘pain points’ for CTAs in bonds, really cheap European banks and […]