Upside panic - shorts carried out on stretchers

Never forget

Seasonality is strong going into year end, but are we front running it?

Source: Equity Clock

Where are the "max longs"?

Source: JPM cross-asset survey

Spot up, volatility up

Source: Bloomberg/@danny_kirsch

It hurts

Source: UBS

SPX above the 100 day

Source: Refinitiv

Time to talk about 16k

Source: Refinitiv

Massive put hate

Source: Tradingview

The convexity implosion

Source: GS

THE chart

Source: Refinitiv

Lower rates is so consensus

Source: BofA