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Tuesday, September 29, 2020
“buying-momentum-has-fizzled-out”:-hedge-funds,-ctas-are-now-all-in

“Buying Momentum Has Fizzled Out”: Hedge Funds, CTAs Are Now All-In

When it comes to investor positioning and flows, we have been quite clear over the past two weeks: with stocks hitting all time highs on a daily basis, we first reported on Jan 11 that "Institutions, Retail And Algos Are Now All-In" and then again one week later, "Never Before Seen Market Complacency, As Everyone…
who-is-buying-bonds-with-negative-yields?-jpmorgan-answers

Who Is Buying Bonds With Negative Yields? JPMorgan Answers

Back in June, when bond duration hit an all time high and total negative yielding debt hit a record $13.4 trillion for the first time (it recently spiked to $17 trillion), we warned that a "monstrous" VaR shock loomed as all bond investors had been forced on the same side (the deflationary) of the boat.…
just-how-long-will-markets-keep-“buying”-it?

Just How Long Will Markets Keep “Buying” It?

Authored by Lance Roberts via RealInvestmentAdvice.com, In this past weekend’s newsletter, I broke down the bull/bear argument dissecting the issues of cash on the sidelines, extreme bearishness, equity outflows. However, even though the economic and fundamental environment is not supportive of asset prices at current levels, the primary argument supporting asset prices at current levels is “optimism.”  “The…
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