Monday, January 30, 2017

A Clown Too Far






The last emperor, Circus Clownius




Conned by Social Mood aka. 'Greed' again...

Any questions?






Dollar shorts are cautious right now because the BOJ wraps up tonight. By tomorrow it could get real ugly since no one is hedged ahead of the Fed on Wednesday...




Russell / Dow ratio with JPY

RISK OFF has now arrived...


SMASH CRASH is base case scenario...



the rally also reflects expectations that Trump will roll back regulations across the industry"

Global Financials







2010