Stocks
and bonds are saying completely different things about the
economy
00:01 - 20/04/16
On one chart this is how fast corporate debt is growing vs.
EBITDA
Hedge funds are getting really bullish on
gold …. Gold net longs now highest since Aug 11. Holdings
have more than doubled past 9 wks, even as spot flat
In almost EVERY year since 1990, the
stock market has gone negative on a YTD basis at least once