Wednesday, October 19, 2016

See The Bubble Or Be The Bubble

These are the stocks and sectors that will lead the stampede...

First, the growth/value ratio is rolling over indicating nascent risk aversion:

Facebook & friends aka. "cloud internet" will lead the liquidation...(shown with Rydex cash balances, black):

Semiconductors, gut punched by Intel, will follow:

Video games:

Semiconductors for video games aka. 'Nvidia'

5x overvalued beer stocks

High beta