1.Software Private Equity Deals Jump to 17% of Overall PE.

https://files.pitchbook.com/website/files/pdf/2019_Annual_US_PE_Breakdown.pdf

1.More Gundlach Slides…..Commodities/Dow Jones Ratio at All-Time Lows.

S&P 500 vs. High Yield

https://www.advisorperspectives.com/pdfs/2020/Slides/2020-01-07-Just_Markets_Webcast_Slides.pdf

1.Record Bond Inflows in First Week of January 2020.

www.ndr.com

1.Buybacks Dry Up Heading Into Earnings Season.

DB shows the collapse of buybacks into earnings, despite the equity rally

From Dave Lutz at Jones Trading.

1.Last 3 Months….Interest Rate Sensitive REITS and Utilities Not Participating in Rallies.

REIT SPDR Holds Key Moving Average as its Biggest Components Spring to Life

Arthur Hill | January 10, 2020 at 06:09 PM

https://stockcharts.com/articles/chartwatchers/2020/01/reit-spdr-holds-key-moving-ave-262.html

Found at Abnormal Returns  www.abnormalreturns.com