Sell low, buy high on steroids

CTA's proper ides of March

CTAs had their worst 3-day performance in 3 decades.

Source: BofA

They buy

The big cross?

Source: Refinitiv

Pessimism running high

Source: BofA

Fund flow sentiment screams buy

Source: Datastream

Tech Goldilocks

Oil - is this the reason to buy?

Source: Refinitiv

Source: Refinitiv

Source: GS

The big vs small banks irony

Source: TS Lombard

The puke in weak balance sheet

Source: Goldman

So bullish...

Source: Refinitiv