Busy Buybacks, FOMO and Inverse Panic

Not your bull break out candle

SPY gapping up, but with a doji like candle. This is indecision at highs. Pay close attention....

Source: Refinitiv

That was quick

Source: Refinitiv

Feeling stressed in Apple?

Source: GS

Busy buybacks

Inflow mania

Source: GS

Inverse risk aversion

Source: Refinitiv

Fear of missing the upside

The case for peak NVDA

Source: Stifel

Source: Stifel

Elections volatility has come down as well

Source: GS

Correlations crashing

Source: Refinitiv

Schwarzman says...