What do they think is going to happen to financial markets in regards to future volatility and price, given how unprepared financial markets are currently pricing in two rate hikes for 2016?
We include some of the most offensive valuations in this short Index, with a diversified sector weighting, and divergent catalysts that should reward the patient investor solid returns from the short side of the market over the next 6 months.
The anchor for raising interest rates has been set by unreasonable Financial Market expectations instead of the Federal Reserve which should be using historical economic metrics.
Right now BMW doesn`t have their act together, but if they start making an electric car that looks like the combustion engine 3 series, Tesla stock is a massive short, along with Saudi Arabia, E&P companies, Oil exporting countries, and the Oil commodity as well.
Bonds, Stocks, Credit and Risk are all mispriced right now in Fed and Central Bank enabled financial markets - you can just see the money managers begging for the Fed not to hike rates on their enabled asses.
Central Banks need to normalize rates ASAP, get financial markets back to a normal rate structure, and incentivize healthy lending practices in the actual economy as opposed to incentivizing poor capital allocation strategies like negative yield chasing nonsense.
Gasoline demand is good, but Distillate demand not so much on a year over year basis, and per-well costs are down 25% to 30% from 2012 high levels for upstream costs for onshore plays.
Just another Technology Company to Wall Street Bull Market IPO Scam if you want to get right down to it. Should have its own American Greed episode on CNBC.
