Tuesday, July 12, 2016

Extreme Greed and Extreme Delusion

How this was always going to end. A stoned Idiocracy ignoring all risk to go ALL IN at the casino at the end of a cycle...



U.S. versus World



Black Swan diving into pavement...
Stocks versus 'Conomy




Cash balances



S&P / Small Cap ratio


Retail


Goldman Sachs


Asset managers


Airlines


Car dealers


Tech:




Berkshire




Global Risk (JPY)


Oil and deflation



Massive options bets on a crash:



Chart of the day has to be this one...
ZH: July 12, 2016
Biggest Short Squeeze Ever