— Christophe Barraud🛢 (@C_Barraud) January 15, 2021
This is quite the stat: 59 U.S.-listed stocks trade at multiples over 10x sales and have more than doubled in the past 3 months, via @bespokeinvest
Usually, there are only a handful of these companies. Now, 59! pic.twitter.com/JSsMjM9boK
— Steven Russolillo (@srussolillo) January 14, 2021
Joe Biden looks to have learned the lessons of 2008 in aiming high with his proposed $1.9 trillion stimulus plan. For now, the bond market can live with it, while the reflation trade lives. https://t.co/CduygxCTIf via @bopinion pic.twitter.com/Z7K1l4BRaf
— John Authers (@johnauthers) January 15, 2021
$EEM traders are piling into Calls aggressively – the 2nd biggest spike in history.
Similar speculative euphoria has led to some major losses for EM investors.
Critically, in all but one case the Dollar rallied *significantly* the next several months – time to watch it closely. pic.twitter.com/CeMFYzcqkA
— Macro Charts (@MacroCharts) January 15, 2021
— Bloomberg Economics (@economics) January 15, 2021