@MacroCharts Very interesting data ! Seems accurate at describing local tops despite the number of signals. Not so good at picking bottoms. On HTF we'd supplement that with Fed's liquidity to gain a more reliable signal. #liquidity #investing #SNP #recession
@MacroCharts @LONGCONVEXITY “Traders” -> 401k’s…and who is the only age group working any more now that boomies retired??? Anyways, hope the hospice beds have a great view of the fires for them
@MacroCharts Earnings looking good so far. No Fed till September. If inflation keeps going down the rally should continue.
@MacroCharts No they're not. Now compare this to flows into money market funds. Until the money market funds flows decrease and switch into these ETF's, traders / investors are HARDLY "all in"
@MacroCharts Can we have an update on your core risk model? Would love to see what it's showing a month later. :)