Sunday, April 3, 2016

ALL IN On Exceptional Bullshit

It's called "Globalization" for a reason...ALL global risk assets OR the S&P 500...

Factset April 1, 2016
Largest Drop in S&P 500 EPS Estimate During a Quarter since Q1 2009 

7 out of 10 sectors now have negative earnings growth...

European Stoxx Composite (600 stocks from 18 countries): -19%

S&P 500 (black): -3%

France CAC: All roads lead to the bottom of the same hill...

Where to go when Globalization is collapsing: