1. Balance Sheets of Developed Market Economies Hit War Time Levels
Topley’s Top 10 – December 18, 2020
1. What Happens After 95% Surge Off Lows in Small Cap
That said, SentimenTrader notes a surge of 95% off a low has preceded losses in the small-cap index over the next 3 months every time
Topley’s Top 10 – December 17, 2020
1. Hedge Fund Leverage Near Record Levels
The Daily Shot https://dailyshotbrief.com/the-daily-shot-brief-december-15th-2020/
Continue readingTopley’s Top 10 – December 16, 2020
1. Corporate Debt Now Matched by Corporate Liquid Assets.
The rise in corporate debt lately has been matched by an ever greater rise in corporate liquid assets.
Topley’s Top 10 – December 15, 2020
1. Textbook Investor Behavior…Largest 5 Week Period of Global Equity Flows Ever.
Global Equities logged +$133B worth of inflows over the past 5 weeks. This is the largest 5 week period on record by ~30% – GS Traders note January is right around the corner and this is when 37% of the YEARLY rebalances takes place. Potentially as much as $100bn of equity inflow is a guesstimate.
From Dave Lutz at Jones Trading
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