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Friday, January 6, 2017

The I, Clownius Reflation Trade Is Over

"It was as fake as the people who believed in it..."




Born Nov. 8th, 2016. RIP

"Reflation"




Global bond yields:


Commodities with Fed rate




Payrolls, Industrial production, dollar (grey):


Gold with CPI (red)




Global financials


Regional banks


Schwab with IPOs


Ameritrade with Utilities


Northern Trust with One Year Treasuries



Goldman Sachs aka. "Dow 20,000"