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Bank Of America: “This Is The First Sign That A Bubble Has Arrived”

Lately, fund flow data has all the credibility of a NYT presidential poll two days before the Trump defeats Hillary.  On one hand, you have Lipper reporting that investors pulled $16.2bn from U.S.-based equity funds in the past week, the largest withdrawals since December 2016. The same Lipper also reported that taxable-bond mutual funds and […]


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 […]


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 […]


This Will Be The Biggest Buyer Of Stocks In 2018

In July, many were surprised to learn (even though we have shown this many times prior), that according to Credit Suisse analysts there has been just one buyer of stocks since the financial crisis: the corporate sector, also known as “stock buybacks.” Well, don’t change the channel, because according to Goldman’s just released forecast of […]


Goldman: This Will Be The Biggest Buyer Of Stocks In 2018

In July, many were surprised to learn (even though we have shown this many times prior), that according to Credit Suisse analysts there has been just one buyer of stocks since the financial crisis: the corporate sector, also known as “stock buybacks.” Well, don’t change the channel, because according to Goldman’s just released forecast of […]


Institutions Are Selling To Retail Investors At An Unprecedented Pace

According to the latest EPFR fund flow data compiled by BofA’s Michael Hartnett, the great “institutional to equity” stockholding rotation is accelerating, with another $8.8bn allocated to equities, more than all of it from retail investors, and another $5.8bn going into bonds, offset by a $0.4bn outflows from gold. Ironically, the one place where active […]


Mapping The World’s Trillion-Dollar Asset-Manager Club

In the late 1700s, it was the start of the battle of stock exchanges: in 1773, the London Stock Exchange was formed, and the New York Stock Exchange was formed just 19 years later. And while London was a preferred destination for international finance at the time, Visual Capitalist's Jeff Desjardins notes that England also […]


Paradox: With The S&P At All Time Highs, US Stocks Suffer Longest Streak Of Outflows In 13 Years

The paradox of the US stock market continued for yet another week, because according to Bank of America citing EPFR data with the S&P effectively at record highs, US equity funds have suffered their longest outflows streak in 13 years, as investors pulled out another $2.6 from US stocks in the week ending Wednesday. That […]


Here Is The WSJ Article That Jeff Gundlach Has Been Raging Against

Well, the “fake news” article that Jeff Gundlach has been quietly – and not so quietly – raging against for weeks on Twitter, is finally out. Readers will recall that DoubleLine’s Jeff Gundlach has been engaging in an odd subtweeting campaign on Twitter over the past month with what until recently had been an unnamed […]


These Are The Top 50 Hedge Fund Long And Short Positions

One can argue that few industries have “suffered” more under central planning than billionaire hedge fund managers. It is no secret to regular readers that over the past decade, hedge funds have not only underperformed the market, but had as a group failed to generate “alpha” since 2011. As we have shown year after year, […]