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Rates, The Dollar, & The Fed s Dis-Inflationary Dilemma

China, Yields, And The Coming Deflationary Impulse

Market prices are rising faster than earnings estimates increase keeping forward valuations extremely expensive – Investment Watch

Here is the problem.#Market prices are rising faster than #earnings#estimates increase keeping #forward#valuations extremely #expensive. Another reason why March 2020 was a #correction and not a #bearmarket. No #valuation/#sentiment reset. pic.twitter.com/pnEjdJSsVN $SPX breath record in the last 7 years pic.twitter.com/0SX9ZyedZJ BAML clients holding their largest equity position ever. This isn t a survey. It s actual positioning pic.twitter.com/tdqJZc5RZ3 CATHIE WOOD S $ARKX SPACE ETF ADDS MORE THAN $600 BILLION IN INVESTOR FUNDS IN 2 WEEKS: BBG

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