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Equity Mania Reaches Fever Pitch As Even Famed “Value Investors” Throw In The Towel On Shorts

Once upon a time, the chart below would have resulted in value investors loading up on short positions, or at the very least moving money to the sidelines, while poking fun at the ‘momo’ crowd for once again convincing themselves that “this time is different” as they chased equities ever higher.  Alas, as Bloomberg points […]


JPMorgan: “This Is The Moment Everyone Went All In”

There is a fascinating table in JPMorgan’s 2018 year-end outlook released overnight, previewed yesterday by head quant Marko Kolanovic: it shows that a funny thing happened as the so-called experts were looking for signs of retail euphoria (and repeatedly were unable to find it): everyone went “all-in” stocks, and not just retail investors and US […]


One Bank Believes It Found The Identity Of Who Is “Propping Up The Bitcoin Market”

Back in May when the Chinese domination over Bitcoin was ending, we predicted that it would shift over to Japan, specifically, we said that “just as the Chinese bubble frenzy in bitcoin is fading, it may be replaced with a new one, in which thousands of Mrs. Watanabe traders shift their attention away from the […]


Gold: Isn’t the Whole Idea to Buy Low and Sell High?

Isn’t the Whole Idea to Buy Low and Sell High? Authored by Adam Baratta When it comes to the gold market, perhaps the old saying should be changed to “buy low and sell high-if ever.” That is likely the mentality behind gold investors at this point, as the yellow metal remains stuck in a trading […]


Everyone In The (Stock Market) Pool?

Via Dana Lyons' Tumblr, The percentage of households’  financial assets currently invested in stocks has jumped to levels exceeded only by the 2000 bubble. Updating one of our favorite data series from the Federal Reserve’s latest Z.1 Release, we see that in the 3rd quarter, household and nonprofit’s stock holdings jumped to 36.3% of their […]


SEC Wins Injunction Against ICO Organized By Financial Fraudster

The Securities and Exchange Commission is stepping up its long-overdue crackdown on shady initial coin offerings that are churning out suckers at a record clip with one simple promise: Invest in our coin and you, too, can receive an astronomical IRR just like your savvy cousin who bought a handful of bitcoins back in 2011 […]


“This Is A Paralyzed Market”: Hedge Fund Turnover Drops To All Time Low

Back in July, Canaccord analyst Brian Reynolds put out a contrarian piece which broke with numerous conventional wisdom norms about the state of the market, key among which was that traders are not complacent, but rather – in light of collapsing trading volumes, something which has plagued bank income statements in the past 2 quarters […]


Guggenheim CIO Warns “Everything Is Liquid Until You ‘Need’ To Sell”

The holidays came early to the world's investor class, as instead of 12 Days of Christmas, Scott Minerd, Global CIO of Multi-billion-dollar Guggenheim Partners, dropped his 12 lessons for today's meltup-market participants. In a series of tweets, Minerd offers some clear-cut advice for the complacent many… He begins by noting "The rally in risk assets […]


JPMorgan: Every Investor Class Is Now All-In Stocks

A funny thing happened as the so-called experts were looking for signs of retail euphoria (and repeatedly were unable to find it): everyone got all-in equities… and not just retail investors and US households, but mutual funds, hedge funds, pensions, systematic, and sovereign wealth funds. As JPMorgan calculated when looking at the equity positioning of […]


Give Thanks For Turkey-flation

Via LPLResearch.com, As we near Thanksgiving Day, investors have many things for which to be thankful; from a global bull market in equities, led partly by a strong resurgence in corporate earnings, to very few signs of a recession starting over the next 12-18 months. There are a few near-term catalysts we’re watching, but there […]


Japan’s Plea To Millennials: Please Buy Stocks

Ever since the Federal Reserve first got into the business of blowing massive equity bubbles back in the 1980’s, Americans have shown a willingness to happily, if ignorantly, embrace each successive iteration to the rigged market.  Of course, as E-Trade recently confirmed via the following ad, making money in equities is a very simple two-step […]


“There Are Too Many Warning Signs”: Why One Trader Thinks Stocks Are Set To Slide In The Coming Days

From the latest Macro View edition by Bloomberg macro commentator and former Lehman trader, Mark Cudmore Stock markets look set to continue to slide in the days ahead. There are too many small warning signs building up at a vulnerable time for markets. Just because a 3% correction hasn’t happened for a long time doesn’t […]


Eric Peters: “We Are Investing As If 1987 Will Happen Tomorrow, Because It Will”

Excerpted from the latest weekend notes from One River Asset Management, courtesy of CIO, Eric Peters Speculation “People are no longer investing, they’re speculating,” said the CIO. “Is that wrong?” he asked, not waiting for an answer. “Depends on what you’re speculating in.” Investors are implicitly worried about further price gains, they’re not really forecasting […]


Gartman: “We’ll Not Hesitate Even For A Moment To Return To The Short Side”

Gartman does it again. Yesterday we reproted that with futures spiking, and the S&P set to open just shy of 2,600, Gartman panicked, and closed out his shorts, instead predicting a “violent, parabolic” move higher.: We have been wrong… badly… in taking even a modestly bearish view of the global equity market and effecting that […]


How A Quant Hedge Fund Surpassed Renaissance And DE Shaw To Become A $50 Billion Behemoth

In a time when traditional long/short, macro and other fundamental-analysis based hedge funds are losing the war to ETFs and passive investing… … one group of funds is thriving, and none more so than quant powerhouse Two Sigma which according to the FT, has quietly grown assets under management mark over $50 billion “putting it […]