Rolling 120d correlation between S&P
500 Tech sector and 10y Treasury
yield peaked earlier this year and
has rolled over ... not yet in
negative territory but recent peak
was lower than prior one |
00:01 - 10/02/22 |
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Poll results: Nasdaq 100 returns over the next 10 years... |
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Supply-chain crunch set to ease, the world is short of
everything, and Bitcoin’s fair value |
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'Bearish sentiment toward Treasuries is near an extreme.' |
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No shortage of shortages … there are more commodities
futures contracts trading in backwardation (indicating
scarcity) than at any point since 1997 … 19/28 raw materials
includes things from energy to grains |
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