Tuesday, November 15, 2016

The Trump Rally Is All Over, But The Crying...

ZH: Nov. 15, 2016
Trump Rally Fizzles As Money Rotates Back To Bonds

The biggest short-covering rally since October 2008, just ended. Money is now rotating back to Tech so everything can go down at the same time. You know, like last time...

Speaking of short-covering, the last time Big Cap Tech underperformed the Nasdaq Composite by this amount, was...


Small cap value:

Growth / value:

Dow versus Cash balances:

Dow versus Rest of World

Junk with Oil

Wilshire / Dow ratio:


ZH: Nov. 15, 2016
The VIX Is Dead: It's No Longer A Reliable Measure of Risk

VIX / Cash balances:

Treasury Bonds, high yield stocks, and the VIX:

"The Yuan is dead, it's no longer a reliable measure of risk"