Tuesday, May 3, 2016

PREPARE FOR THE HARDEST LANDING

ALL IN, at the top, at the end of the cycle. Dumb and dumber meet pavement...

ALL IN Visualized:
Investor cash balances inverted:



Small cap value (red) with consumer staples:



Corporate Profits with 0%:




Junk Bonds


Oil


JPY/Carry Trades/China