Silver as an investment

Category Archives: Stock and flow

Dow Closes Green: GE Crashes, Bitcoin Bounces, & Junk Bonds Suffer Record Outflows

Baahhhhh…   The day started off with the 4th down day in a row for Japanese stocks…the biggest drop since April.   It was quite a day for a few key assets… GE collapsed… Chipotle crashed then ripped back…   EM Debt has been pummeled…

Seasonal low in stocks due today, different this time?

Below looks at the average performance of the S&P 500 in the month of October, over the past 10 & 20-years. Both charts have a couple of things in common. CLICK ON CHART TO ENLARGE The first thing that each chart has in common is that both charts reflect gains in the month of October, […]

These Are The Most Overbought And Oversold Assets In The World Right Now

There were several highlights worth noting in the latest Flow Show report from BofA’s Michael Hartnett, first and foremost that despite hitting daily all time highs, US equities have experienced outflows on 8 of the last 10 weeks, with $3.3 billion redeemed in the last week, while US value stocks have suffered outflows on 9 […]

Biggest Inflows Into European Stocks Since 2015, Just As The Economic Pullback Begins

Forget the “great rotation” out of bonds into stocks: 6 months into the so-called reflation trade, which so many strategists predicted would unleash a new era of euphoric stock buying driven by bond sales, it just isn’t happening; in fact bonds have seen fund inflows on 17 of the last 18 weeks. Instead, two other […]

Biggest US Equity Outflows Since Brexit; US Banks Hit The Hardest

The latest evidence that rumors of Trumpflation trade’s death are not greatly exagerated came overnight from Bank of America which reported that based equity funds saw net outflows of $8.9 billion, the largest in 38 weeks. The most impacted sector was, not surprisingly, banks – the biggest beneficiary of the post-Trump election victory rally, which […]

The Great Rotation Ends: Largest US Equity Outflows In 4 Months; Biggest Treasury Inflows Since July

While the S&P500 market may remain pinned just why of all time highs, this appears to be from ongoing short covering, and is not – at least in the latest week – the result of new money entering the market. Quite the opposite: according to the latest BofA fund flow analysis based on EPFR data, […]

“No Brainer”

With The Dow just one good day away from the nirvana of 20,000 – proving once and for all that the fiction-peddling naysayers are wrong about the US economy – Barron's unleashes its magazine cover curse to do all it can to end the party. Another cover, another curse?   As we noted previosuly, the […]