Friday, November 11, 2016

"Let's Go Back To The 1950s"

Last week saw the most number of sequential down days since Lehman. This week saw the biggest intraday reversal since right after Lehman. Bueller? Bueller? Bueller?

BTFD: Buy The Fucking Dow
The Dow is the only index in the entire world including the U.S. that made a new high this week. Within the Dow, out of 30 stocks, only two made new highs - Merck and JP Morgan.

First, "the good", if that's what you want to call it...


General Dynamics


Skip the bad and get to the ugly...

Treasury bonds

Big cap Tech

Big cap tech as ratio of BTFDow:

Canadian dollar and oil:

Chinese Yuan

EM Currency and EM Debt

EM Stocks


Junk bonds

Municipal Bonds

Risk Parity


Wilshire / Dow ratio:

Inverse Volatility

"Congratulations you won"
DOW with ROW (Rest of World):

After hours: Deutsche Bank Warns of Imminent Domino Impact of Bond and Currency Volatility On Stocks...