We have come a long way

We have come a long way

Both the SPX and the AAII bull-bear spread printing slightly higher levels this week. The early November setup played out very well (here). Now time to move on...

Source: Refinitiv

Probably the most important chart in the world

Source: Goldman

Bond vs stock correlation

Source: GS

The fade in tightening

Source: TS Lombard/Perkins

More ATHs

Source: Soc Gen Cross-Asset

Entering "complacency"

Source: Refinitiv

VIX term structure - the implosion

Source: Vixcentral

The bull in breadth

Source: Tradingview

Macro theme for years to come

Source: Barclays

Small caps and rates

Source: TS Lombard