Wednesday, February 3, 2016

GAME OVER MAN. STOCKS IN RECESSION MODE

Home gamers are fucked. 

Stocks are now in full fledged recession mode. For the first time since 2009, the Dow is outperforming the Nasdaq on a relative basis. The Nasdaq 100 (QQQ) just reached a day's average volume - selling out of Big Cap Tech into the safest Dow stocks. The last stage...

The animal spirits have left the building:
Kimberly Clark (Paper products) / S&P



Clorox/S&P ratio




Treasuries are bid...