Large speculative Dollar net positioning is at the *lowest
level in years*
All
US lowvol
stocks (XSLV) lag the market by more than -30% in 2020
Sm
Daniel Clifton - In 2016, stocks most levered to election
outcomes were a better predictor of Trump's standing than
the polls and models. This "pricing in" happens early in the
year allowing for a "real-time" indicator of election odds.
Trump is at 44% today, almost identical to Election Day 2016
India
&
#Brazil
push world
cotton
stocks to high level