tag:blogger.com,1999:blog-547276048038789798.post6700167237502375086..comments2024-02-26T10:14:10.039-08:00Comments on Deflation Land: Looking for that long convexity tradechristiangustafsonhttp://www.blogger.com/profile/07216348353801614419noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-547276048038789798.post-33348799412708554922017-06-19T19:21:13.864-07:002017-06-19T19:21:13.864-07:00Some thoughts I am wrestling with. Not sure of the...Some thoughts I am wrestling with. Not sure of the implications just yet: <br /><br />1. Nasdaq had less vol than consumer staples and utilities before last week. That has changed.<br />2. Fixed income is starting to act as an unreliable downside hedge. We have seen some clues over the last week that the dollar could take its spot.<br />3. The S&P High Beta etf (SPHB), appears to be at a critical inflection point. It has had one of the nastiest ytd relative underperformances I have ever seen vs. Tech. Just last week it also had one of the strongest bounces that I have ever seen vs tech. On its own, it is inflecting and could go either way, though probabilities would suggest a move higher. <br />4. Can the high beta sectors such as financials, transports, and energy come to life while the S&P itself goes down? This would probably require tech to get severely beaten. What is the liklihood of those two events occurring together?Bryan Francohttps://www.blogger.com/profile/13490480303778800074noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-3603472536245499392017-06-19T18:40:35.714-07:002017-06-19T18:40:35.714-07:00cg nailing the highs (new) feeling we'll start...cg nailing the highs (new) feeling we'll start seeing s&p 2500++ start showing up on the charts soon then 2600 later this year. T.Berryhttps://www.blogger.com/profile/06984133082818670078noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-13458580467899227872017-06-19T14:01:45.910-07:002017-06-19T14:01:45.910-07:00No new low $VIXNo new low $VIXBryan Francohttps://www.blogger.com/profile/13490480303778800074noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-13405345957361515792017-06-19T13:41:35.542-07:002017-06-19T13:41:35.542-07:00Looks like CG got his SP 2455 by Tuesday wish. Now...Looks like CG got his SP 2455 by Tuesday wish. Now we are on watch for a reversal day tomorrow.Kevinhttps://www.blogger.com/profile/04698279995158493856noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-4968315368366779102017-06-19T13:03:33.943-07:002017-06-19T13:03:33.943-07:00hugh, cape was near 45 back in 2000 so 30 doesn...hugh, cape was near 45 back in 2000 so 30 doesn't seem too high or is it?<br /><br />s&p now less than 2% from 2500 and only 2% till dow 22k! both well within striking distance and could happen in a few weeks if not sooner. <br /><br />sell in may?? lolT.Berryhttps://www.blogger.com/profile/06984133082818670078noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-74496471971191097642017-06-19T11:57:38.885-07:002017-06-19T11:57:38.885-07:00CAPE ratio over 30! OMGCAPE ratio over 30! OMGAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-62761846270973732532017-06-19T09:57:18.440-07:002017-06-19T09:57:18.440-07:00This comment has been removed by the author.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-31482349409052715432017-06-19T09:22:11.703-07:002017-06-19T09:22:11.703-07:00going out on limb, we'll never see a stronger ...going out on limb, we'll never see a stronger and longer secular bull mkt in our lifetime. think 4th inning too :) T.Berryhttps://www.blogger.com/profile/06984133082818670078noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-72522253962724653032017-06-19T09:21:06.088-07:002017-06-19T09:21:06.088-07:00nothign holding her back boys. didn't think m...nothign holding her back boys. didn't think my s&p year end target would get hit before the end of june . lol. new target an easy 2550. including several tops and final highs lol. only 22% till s&p 3k (within 24 months maybe sooner) T.Berryhttps://www.blogger.com/profile/06984133082818670078noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-59870382033300086552017-06-19T08:23:54.561-07:002017-06-19T08:23:54.561-07:00STILL 75% bullish senitment on UVXY on investing! ...STILL 75% bullish senitment on UVXY on investing! How's that been working out!? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-50886542794668638432017-06-19T06:16:20.745-07:002017-06-19T06:16:20.745-07:00I live in an area with a lot of trendy types. Some...I live in an area with a lot of trendy types. Some of them can't even be bothered to go to the grocery store/farmers market anymore. Some even have coffee delivered! I'm talking about a couple of cups of freakin coffee! When I first noticed this trend, I figured it would fizzle out pretty quick, but it seems to be catching on. Whole Foods fits right into the demographic that uses these services. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-59218626154537673042017-06-18T15:11:25.175-07:002017-06-18T15:11:25.175-07:00CG. What is your take of AMZN-WFM? CG. What is your take of AMZN-WFM? Bryan Francohttps://www.blogger.com/profile/13490480303778800074noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-15605948423195851982017-06-18T13:14:49.979-07:002017-06-18T13:14:49.979-07:00Amazon.com purchases Whole Foods.<a href="https://www.youtube.com/watch?v=kQQ6wNfkcmc" rel="nofollow">Amazon.com purchases Whole Foods</a>.christiangustafsonhttps://www.blogger.com/profile/07216348353801614419noreply@blogger.comtag:blogger.com,1999:blog-547276048038789798.post-4440292158264379942017-06-17T16:03:47.215-07:002017-06-17T16:03:47.215-07:00I've got a ton of photos of the awful painted ...I've got a ton of photos of the awful painted plastic townhouses of Seattle, which I will organize, post, and explain to you in the coming days. Ballard is overrun with them now.christiangustafsonhttps://www.blogger.com/profile/07216348353801614419noreply@blogger.com