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Kolanovic: China local not global problem; stay OW EM equities

That 99 chart analogy replaced by a darker one

Dow Jones 2020 vs. 1930 Today:

1. Stocks have higher multiples

2. The global economy is more leveraged

3. The central bank created this imbalance just like then

That 99 chart analogy replaced by a darker one — Source: Crescat

Merger Mania: Maniaque & Manisch

Delta complacency

The stressed recovery

Flipping into short gamma?

China remains relatively small in global equity funds allocation

why you would not worry about august seasonality

Consumer confidence near All-Time-Highs… real yields at All-Time-Lows...

This is not how a relaxed market looks like

Higher e-commerce penetration is here to stay

US Majors: cash is king

Remember when we bought SPX because of strong oil?

The strongest equity market has some of the weakest breadth on record

SPX - max frustration continues

The Digital Economy boom

If oil is the reflation trade...

US 10 year - negative trend channel perfection

China leading everything - yields as well?

strong inflows into short-duration and inflation protected securities

Equity long/short leverage off highs

Oil - zero interest

The traumatic mid July sell off still haunting the market