Post Election….Value of Global Equities +$1.3 Trillion…Value of Global Bonds -$1 Trillion (Bloomberg).

1.Trumpenomics…We Showed One Day 5% Drop in 30 Year Treasury Last Week….Emerging Markets Bond ETF 5% Drop.

Look at gap down green arrow post-election day, emerging market bonds saw massive flows this year.  Who says bonds are not volatile?

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1.Who had the Trump Volatility Crash Trade On?

VIX…Collapses Back to 10-15 Low Level Channel….It’s early, but not many investors thought a Trump victory would lower volatility.

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1.Keep Calm and Carry On…..

http://rogerwhitney.com/will-markets-respond-next-crisis/

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“Indeed it has been said that democracy is the worst form of Government except all those other forms that have been tried from time to time”
– Churchill.

VOTE

1.Real Estate Became the Official 11^th GICS Sector in 2016….It is the Worst Performer so far this Year.

VNQ Vanguard REIT Index Closes Below 200day…50 day sloping downward.

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1.First 9 Day Sell Off in 36 Years…Now What?

Fear and Greed Index At “Extreme Fear”..Contra Indicator?
Our last Fear and Greed Lows were Market Bottoms in 2015 and 2016.

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