What’s His Play?
1.2.4% of U.S. Economy is Tied to Exports from China.
Barrons
The Trade War Will Make Stocks Scary. 5 Reasons Not to Panic. By Reshma Kapadia
https://www.barrons.com/articles/trade-war-stock-market-outlook-51558120641?mod=hp_HERO
Topley’s Top Ten – May 16, 2019
1.Asian Stocks Fall to Most Oversold in 3 Years.
From Dave Lutz at Jones Trading
Despite the news that MSCI announced to double Chinese stocks’ weightings in its global gauge by the end of the month, overseas traders sold 10.6 billion yuan (US$1.54 billion) worth of mainland-traded shares through the exchange links today. That was the biggest single-day outflow since at least December 2016, when the stock connect programme between Shenzhen and Hong Kong started
Topley’s Top Ten – May 15, 2019
1.Difference in Sector Holdings Between S&P and Low Volatility Funds.
Huge spreads in tech and utilities.
Nasdaq Dorsey Wright
https://business.nasdaq.com/intel/dorsey-wright/index.html
Topley’s Top Ten – May 14, 2019
1.The Yield Curve Re-Inverts.
Global Yield Curves
Stock-market bears say don’t forget about this yield-curve signal as trade fears sink equities
Published: May 13, 2019 4:31 p.m. ET Flattening curves around world will stoke slowdown fears: economist
Topley’s Top Ten – May 13, 2019
1.Most Hated Bull Market Ever…Worst Start for Equity Fund Flows Since 2008
Not usually the action at top of bull market…$116B Out of Equities
https://twitter.com/i/moments/1127307062789042176 Continue reading