Friday, June 9, 2017

Reversal of Fortune





This week in review:

Any questions?





Deflation versus Fed rate expectations:



Deflation with Oil



Oil ETF




Deflation versus bank stocks aka. "short covering"





10 Year yield 









Amazon



Facebook




Semiconductors




Indeed



In other words, the Roman circus is ending and Circus Clownius doesn't see it coming, nor do his loyal acolytes...