*Free Trade* and *Free Money*
0% was always going to entice them to go ALL IN on human history's biggest lie. Compared to 2008, literally no one sees this coming...
We're at the point in the cycle, where people have bought in and sold out to the lies. They're ALL IN. Too busy loading up on momentum cereal companies...
Buy the All Time Lie Visualized
% Bearish
Cash balances
Europe
Transports (Canadian Pacific)
Retail Amazon versus Sears
Retail (Macy's)
Tech (Microsoft)
Broker/Dealer (Goldman Sachs) with relative strength (momentum):
Asset managers
Luxury (Sotheby's)
Auto (CarMax)
Diversified (Berkshire Hathaway)
Apple
Momentum Defense Stocks
Momentum Cereal
Momentum Beer
Momentum Pharma/Consumer