Wednesday, October 12, 2016

Don't Blame Trump. Shillary Is 100% Priced In

The Pro-Globalization team is declaring early victory all over the lamestream media. Therefore, what happens next falls squarely on the poser in the White House, his planned successor, and the tools who believe in them 100% ALL IN...




Contrary to Bloomberg, citing extreme worry among investors, option skew indicates extreme complacency. Bloomberg must be fact checking using Hillary's web site...



Index put/call ratio is sanguine



If investors are worried, why are cash balances at an all time low while internet stocks are at a cycle high? Is Facebook the new safe haven?

"Technology remains the leader. This is always a plus as it indicates the speculative sentiment is alive and well."



% bearish. Not. Compare 2008 to now...



And the most important measure of options complacency is the VIX which measures the implied cost of buying S&P 500 options: 



The new safe haven

What could go wrong?






Bonus chart: Oil, is the chart of the day...



WTI front month future: