Not Jim Cramer

[Not Jim Cramer @Not_Jim_Cramer]

The 'coincidence' continues.

[Not Jim Cramer @Not_Jim_Cramer]

S&P 500 Seasonal Update - Continues to Track Historical Pattern
(reminder: YTD correlation is 94% https://t.co/eyhBaghi3i).

[Not Jim Cramer @Not_Jim_Cramer]

Google Trends for "Tapering" return to all-time highs.

[Not Jim Cramer @Not_Jim_Cramer]

Seems about right.

[Not Jim Cramer @Not_Jim_Cramer]

@ratesmacro My bad, sorry. Misread.

[Not Jim Cramer @Not_Jim_Cramer]

Speaking of Credit Market Dislocations, the China Junk Bond Market (which has been a leading tell) is Retesting Record Levels.

More Contagion Coming?

[Not Jim Cramer @Not_Jim_Cramer]

@ratesmacro No, it's a single Bloomberg Index.

[Not Jim Cramer @Not_Jim_Cramer]

FANG+ Forward EPS Relative to the S&P 500 are stagnate/rolling over to the extent it's difficult to see them reasserting leadership, which is problematic for the market overall going into Q1 2022.

[Not Jim Cramer @Not_Jim_Cramer]

In the sh!tshow that was the action in global interest rates last week, Australia Two Year takes the cake with the highest upward move in at least 20 years

[Not Jim Cramer @Not_Jim_Cramer]

@michaellebowitz @gubbmintcheese @hedgopia Thanks Michael!

[Not Jim Cramer @Not_Jim_Cramer]

Why would margin debt and home prices have a 96% correlation?

Because they're both risk-on responses to Fed Policy (courtesy @hedgopia).

[Not Jim Cramer @Not_Jim_Cramer]

@gubbmintcheese @hedgopia Thanks Gubb!

[Not Jim Cramer @Not_Jim_Cramer]

And FANG+ Earnings Surprise is hammered to a new low.

[Michael A. Arouet @MichaelAArouet]

An almost surreal chart, but unfortunately that’s the reality we live in 👇 ht @Not_Jim_Cramer

[Not Jim Cramer @Not_Jim_Cramer]

FANG+ Multiple compression vs declining EPS Surprises.

[Not Jim Cramer @Not_Jim_Cramer]

An S&P 500 Real Earnings Yield of -1.91% remains a very significant problem.

[Not Jim Cramer @Not_Jim_Cramer]

Gold could get very interesting above $170 basis GLD.

[Not Jim Cramer @Not_Jim_Cramer]

US Treasuries nearing worst annual return in at least 50 years.

[Not Jim Cramer @Not_Jim_Cramer]

Most sensitive areas of Risk-On/Risk-Off (last updated: https://t.co/DzcMulYKLu) broke to new highs Oct 13th and haven't looked back (tho clearly overbought).

[Not Jim Cramer @Not_Jim_Cramer]

Amen! Its a structural "assets for trinkets" trade with very negative long-term implications.

[Lyn Alden @LynAldenContact]

In other words, what the US is primarily doing, is selling our appreciating financial assets for depreciating consumer assets.

It's not a great trade in the long run.

[Not Jim Cramer @Not_Jim_Cramer]

S&P 500 Index is close to its seasonal pattern.

(FWIW, one of the most reliable seasonal setups over the 35 years I've been trading is a correction into October, followed by an October low, followed by a rally into the first week of January).