Tradingideasandinvestmentstrategiesdiscussedhereinmaygiverisetosignificantriskandarenotsuitableforallinvestors.Investorsshouldhave...
Tradingideasandinvestmentstrategiesdiscussedhereinmaygiverisetosignificantriskandarenotsuitableforallinvestors.Investorsshouldhave...
AccessibleversionTheFlowShowTheKidsAreAlrightScoresontheDoors:crypto36.4%,gold13.6%,oil13.4%,stocks11.8%,commodities20June202410.0%,US$4.2%,HYbonds2.7%,cash2.5%,IGbonds-0.3%,govtbonds-4.3%YTD.Inves...
AccessibleversionTheFlowShowBullTraps&BearSlapsScoresontheDoors:crypto22.0%,gold11.5%,oil9.8%,commods7.9%,stocks4.5%,02May2024USdollar4.2%,cash1.8%,HYbonds0.5%,IGbonds-2.7%,govtbonds-5.9%YTD.Invest...
AccessibleversionTheFlowShowRisingSuns&SettingSunsScoresontheDoors:USdollar2.1%,crypto2.0%,oil1.3%,cash0.2%,commodities-18January20240.4%,HYbonds-0.8%,IGbonds-1.7%,stocks-2.0%,govbonds-2.8%,gold-3....
AccessibleversionTheFlowShowAroundtheWorldinEightMapsScoresontheDoors:crypto53.8%,oil15.7%,commodities8.4%,stocks6.5%,gold21March20244.0%,USdollar2.5%,HYbonds1.2%,cash1.1%,IG-1.3%,govtbonds-3.2%YTD...
AccessibleversionTheFlowShow"We'reNotFarFromIt…"ScoresontheDoors:crypto55.8%,oil10.8%,stocks5.6%,gold4.6%,commodities07March20244.6%,USdollar1.5%,HYbonds1.0%,cash0.9%,IGbonds-0.8%,govbonds-2.4%YTD...
AccessibleversionTheFlowShowLiquidity=InequalityScoresontheDoors:oil8.0%,commodities4.0%,USdollar2.2%,stocks0.9%,cash25January20240.3%,HYbonds-0.2%,IGbonds-1.4%,gold-2.6%,govbonds-2.9%,crypto-4.8%Y...
AccessibleversionTheFlowShowAnythingButBondsScoresontheDoors:crypto50.4%,oil20.9%,commodities11.8%,gold10.5%,stocks04April20246.9%,USdollar2.8%,cash1.4%,HYbonds1.4%,IGbonds-0.8%,govtbonds-3.3%.Inve...
AccessibleversionTheFlowShowTradingtheISMInflectionScoresontheDoors:crypto18.6%,oil9.7%,stocks4.8%,commodities3.7%,US$22February20242.6%,cash0.7%,HYbonds0.3%,IGbonds-1.9%,gold-2.5%,govbonds-3.8%YTD...
AccessibleversionTheFlowShowWon’tsave,won’tshortScoresontheDoors:crypto34.5%,oil17.1%,gold12.5%,commodities11.4%,stocks25April20244.6%,USdollar4.2%,cash1.7%,HYbonds0.2%,IG-3.0%,govtbonds-5.9%YTD....
AccessibleversionTheFlowShow“Events,dearboy,events”ScoresontheDoors:USdollar1.1%,oil0.8%,crypto0.5%,commodities0.0%,cash04January20240.0%,HYbonds-1.0%,gold-1.1%,IGbonds-1.2%,govbonds-1.4%,stocks-...
AccessibleversionTheFlowShowForeverBlowingBubblesScoresontheDoors:oil3.0%,commodities2.3%,USdollar1.7%,stocks1.3%,cash01February20240.4%,HYbonds0.2%,IGbonds-0.2%,gold-0.9%,govbonds-1.5%,crypto-2.6%...
AccessibleversionTheFlowShowGoldishocksScoresontheDoors:crypto57.2%,oil13.0%,commodities6.8%,stocks6.7%,gold14March20244.5%,US$2.1%,HYbonds1.2%,cash1.1%,IGbonds-1.2%,govtbonds-3.0%YTD.InvestmentStr...
AccessibleversionTheFlowShowIfStocksweretheSuperBowlScoresontheDoors:oil3.1%,USdollar2.7%,stocks2.6%,commodities2.2%,crypto08February20241.1%,cash0.5%,HYbonds-0.1%,IG-1.5%,gold-1.8%,govtbonds-3.0%Y...
AccessibleversionTheFlowShowAShortHistoryofBubblesScoresontheDoors:crypto16.3%,oil7.0%,USdollar3.3%,commod2.8%,stocks15February20242.6%,cash0.6%,HYbonds-0.3%,IGbonds-2.3%,gold-3.9%,govbonds-4.0%YTD...
AccessibleversionTheFlowShowTakeaHikeScoresontheDoors:crypto51.9%,oil19.6%,gold15.1%,commodities11.2%,stocks11April20247.2%,USdollar3.9%,cash1.5%,HYbonds0.5%,IGbonds-2.3%,govtbonds-5.0%.InvestmentS...
AccessibleversionBofASecuritiesEquityClientFlowTrendsEarly2024Flows:largeETFoutFlowsandmutedsinglestockinFlowsClientssoldequitiesinthesell-off08January2024•ETFoutFlowsandsmallsinglestockinFlows:La...
AccessibleversionTheFlowShowIfthedovedon’tfit…ScoresontheDoors:crypto30.7%,oil15.2%,gold14.8%,commodities9.6%,US18April2024dollar4.8%,stocks3.7%,cash1.6%,HYbonds-0.3%,stocks(equal-weighted)-1.8%,...
AccessibleversionTheFlowShowRecordFlows…Cash,USTs,TIPS&ValueTheFlowShowwillreturnonJanuary4th,2024.HappyNewYear!21December2023ScoresontheDoors:crypto127.9%,stocks19.7%,HYbonds10.4%,gold8.5%,IGInve...
