NASDAQ valuation
The change in NDX valuation has been extreme...
Source: BofA
Expensive
Source: Goldman
NASDAQ reversing
Source: Refinitiv
Fear SOX now?
Source: Refinitiv
Month end sell flow
Tails
How to play rising fragility
Source: BofA
CTA and the US long
Source: GS
and it grows to the downside
Source: Tier1Alpha